12/2012
Coordinating Risk Management
December 1, 2012Don Kozusko, with Miles Padgett and Paul McKibbin, co-author a two-part series, “Coordinating Risk Management – Can wealthy families do more?” for Trusts and Estates magazine. The first article was…
11/2012
AICPA National Tax Conference in Washington, D.C 2012
November 1, 2012George Harris and Stephen Vetter speak on foreign trusts at the 2012 AICPA National Tax Conference in Washington, D.C.…
10/2012
Changing Estate and Gift Tax Laws and International Family Succession Planning
October 11, 2012The Tax Relief, Unemployment Insurance Reauthorisation and Job Creation Act of 2010 created advantageous tax and wealth-planning opportunities that are scheduled to expire on December 31 2012. Advisers to international…
The Family Bank
October 1, 2012Miles Padgett authors, “The Family Bank, Trusts & Estates plus, October 2012.…
Overview of Estate Planning, Guardianship and Health Care Concerns October 2012
October 1, 2012Tara Rao presents Overview of Estate Planning, Guardianship and Health Care Concerns – Women in Networking, October 2012.…
United States Chapter of Private Client Tax 2012
October 1, 2012Stephen Vetter and George Harris author the United States chapter of Private Client Tax: Jurisdictional Comparisons (European Lawyer Reference Series).…
9/2012
Introduction to International Estate Planning (September 2012)
September 22, 2012Andrew Stone presents “Introduction to International Estate Planning” at the Society of Trust and Estate Practitioners at STEP Wyoming First Annual Conference, Jackson, Wyoming.…
Probate Case Summaries, ActionLine, 2012
September 1, 2012Tara Rao authors Probate Case Summaries, ActionLine (A publication of the Florida Bar Real Property, Probate & Trust Law Section, Vol. XXXIV, No. 1, Fall 2012.…
Beyond 2012: The KISS Paradox
September 1, 2012What is the single most important issue facing family offices today? Autumn 2012. Download…
SEC Provides Relief to Family Offices Under Dodd-Frank
September 1, 2012Historically, most single-family offices have been exempt from registration as investment advisors under the Investment Advisers Act of 1940 (Advisers Act) due to the private advisor exemption, which exempted an…
