Tara Rao presents Overview of Estate Planning, Guardianship and Health Care Concerns – Super Group, May 2013.…
John Duncan speaks on “Providers Can Offer Bespoke Services Only If Families Can Bespeak Their Vision” at the Institute for Private Investors Spring Forum in New York.…
Few, if any, taxes create more complications and fundamental risks for successful families, family firms and individuals than the estate, gift and generation-skipping transfer taxes (transfer taxes). April 22, 2013.…
Don Kozusko speaks on Scenario Planning for Wealthy Families at the FOMCon event in Manhattan presented by Family Office Metrics on April 22-23, 2013. Scenario planning is an established business…
Tara Rao authors Probate Case Summaries, ActionLine (A publication of the Florida Bar Real Property, Probate & Trust Law Section, Vol. XXXIV, No. 3, Spring 2013.…
Rashad Wareh is a Panelist on “Current Tax: Foreign Trusts: Dealing with UNI, Grantor v. Non-Grantor, GST” at 9th Annual International Estate Planning Institute in New York, NY.…
Rashad Wareh participates in round table discussion on “Does the Tax Advisor Have a Future” at the 18th International Wealth Transfer Practice Conference in London, England.…
It’s not all about the money. Working together as a family while investing or operating a business can enhance financial outcomes, but that kind of success doesn’t, by itself, ensure…
The United States has three transfer taxes – gift, estate and generation-skipping – which were set to revert to lower exemption amounts and higher rates as of January 1 2013.…
As 2012 draws to a close, advisers to international families know that the US tax laws will change and the implementation of expanded reporting obligations will continue. President Obama and…
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