News, Comment & Analysis results for Evercore Trust Company
Choosing A Charitable Vehicle – A Walk Around The Territory
A range of factors need to be considered when deciding whether to use a donor-advised fund or a
Before Sunset: Time Is Running Out On The Estate Tax Exemption
While there is no optimal strategy that works for all people, they need to start thinking –
Divorce: Planning, Investing For A Positive Outcome
The authors talk about the importance of assembling high-quality advice, the different kinds of
A Walk Around Executives’ Deferred Compensation
This guest article considers a variety of long-term compensation models in management roles in
Successful Families: Transferring Assets And Values
The author of this article considers how, when families try to transfer wealth to future
Gauging An Estate Plan’s Success
What tests should be run on estate plans to ensure that they work when times get tough? This
Special Needs Trusts: Protecting The Whole Family With Wealth Planning
The authors of this article argue that trustees of special needs trusts should have a deep
What's In Your Wallet? – Estate Planning For Cryptos, Tokens
How should assets such as bitcoin and NFTs be handled when it comes to estate planning and wealth
Uncertainty Over US Estate, Gift Taxes – What HNW Clients Should Do
Political roadblocks in Congress mean that changes to estate and gift taxes have been put on hold,
Summary Of North America Moves In Wealth Management - July 2021
The month of July was a busy month for moves and appointments in North America's wealth sector,
Comment & Analysis results for Evercore Trust Company
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