Tax and Estate Planning


Global Family Office Trends: Spotlight on Singapore
Singapore is increasingly synonymous with family offices. Since 2019, the country has seen a growing number of high-profiled businesspeople establish family offices there. So, why Singapore, exactly
Tax Day: How Investors Can Have Their Cake and Eat it Too
The economy is still aimlessly lurching from the impacts of the COVID-19 pandemic, and those fits may spill over into tax-filing season. It’s likely that a disproportionate number of filers
Going Beyond Preserving a Collection—the Private Operating Foundation
The Erskine Company
Even when there is a financial gift to sufficiently endow an art collection today, there is no certainty that the endowment will be able to fund the charity indefinitely into the future. When there
What Tax Technology Looks Like in 2021 and Beyond
As businesses and the economy recover from the COVID-19 pandemic and seek to reestablish some normalcy, tax professionals have a rare opportunity to lead change within their organizations. For some,
Have You Had "The Talk" with Your Kids? (No, not that one. The one about your estate plan.)
Warner Norcross & Judd
Even if you are not yet ready to share the family's wealth numbers, communicating your intentions to the next generations promotes family harmony and is a best practice for successfully
2021 Estate Planning Outlook: Transfer Tax Changes on the Horizon
Schiff Hardin
The big question in the estate planning world today is whether, when, and to what extent the U.S. Congress will enact changes to gift, estate, and income tax laws. With many challenges facing the new
Interesting Trends With Millennials and Trusts
South Dakota Trust Company
The Millennials are projected to number 73 million, overtaking Baby Boomers as the largest adult segment of the U.S. population. They have different concerns and opinions than their parents, and many
Is a Wealth Tax in Our Future?
South Dakota Trust Company
Given the rhetoric and possible need for additional tax revenue in the U.S., families of wealth and their advisors should be aware of the future possibility of the wealth tax particularly when
Six Keys to Successful Gold and Silver Ownership
Throughout history, gold and silver have had many important uses, including as a hedge against inflation, deflation, and economic uncertainty. For the gold investors, they have managed to preserve
Corporate Transparency Act Creates Privacy Concerns for Family Offices and Private Trust Companies
Waller Lansden Dortch & Davis
High net-worth families for whom privacy is a paramount consideration may be concerned that the Corporate Transparency Act, which became law on January 1, 2021, creates a risk of sensitive ownership