Trust Estate
May 5, 2023

IRS Guidance On Irrevocable Trusts May Force Re-think – Law Firm

The law firm explains that if a US taxpayer receives an asset as a gift, the asset's basis –

Trust Estate
March 1, 2023

Should We Engage In Estate Planning for Assets We Hope Will Appreciate?

For a long time, in wealth planning and transfer conversations it has been taken for granted that

M and A
December 15, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Edelman Financial Engines

The latest deals and transactions in and around North American wealth management.

Tax
December 21, 2020

Wealth Planning Workload Surges Post-Election; Estate Tax A Focus

This news service has spoken to a number of lawyers, private client advisors and others about what

Tax
December 2, 2019

US Ends Estate, Gift Tax Uncertainties

The guidance comes when gifting and estate tax planning are on the agenda at this time of the year,

Family Office
April 10, 2019

Program Steers Family Businesses Around Wealth, Ownership Challenges

The program, held in Cambridge, is designed to educate HNW and UHNW families in a private

Financial Results
August 6, 2018

Summary Of North America Moves In Wealth Management - June 2018

The month of June was a busy one for moves and appointments in the North American wealth management

People Moves
August 3, 2018

Law Firm Appoints Global Chair Of Financial Institutions

The new hire joined the firm from Barclays in 2015, where he was global head of financial crime

People Moves
June 8, 2018

Baker McKenzie Launches LA Office, Bulks Up In California

The firm is opening an office in Los Angeles and bringing a raft of senior lawyers on board in the

Family Office
July 26, 2007

Bessemer Trust hires new legacy planner in Miami