The directed trust has developed into a powerful supercharged trust administration alternative since its...
Wealth Tech
Last year, in our article “Delaware Law Authorizes Electronic Execution of Trust Documents,”1 we...
Use life insurance to move appreciation of successfully transferred assets to a dynasty trust.
This standardized approach increases efficiency and reduces risk.
Private placement life insurance (PPLI) is life insurance that has unique features not available...
In 2021, I wrote an article for this journal detailing some of the guidelines...
Collectors who buy to hold and traders who buy to flip share a common...
A legacy book, which details an individual’s possessions, including artwork and antiques, as well...
Rather than selling a work of art and reinvesting the after-tax proceeds into investments...
In 1997, Billy Beane, the former general manager of the Oakland A’s, applied Bill...
