Rashad Wareh is a Panelist on “Trustee Control Issues and Structuring for the Untrusting” at the International Bar Association 17th International Wealth Transfer Practice Conference in London, England.…
In certain circumstances, trustees may want to change the terms of an irrevocable trust. This can be accomplished by decanting, which typically refers to a pour over of funds from…
Andrew Stone presents “What Every Estate Planner Needs to Know About International Estate Planning” at Milwaukee Mid-Winter Estate Planning Clinic.…
It is not unusual for international family clients to handle the investment of their wealth personally. The family office is often established, and hires staff, with the express goal of…
Rashad Wareh chairs panel discussions on “Tax Planning for Athletes, Sports, Leagues, Entertainers and Related Persons” at International Bar Association 2011 Annual Meeting in Dubai.…
Miles Padgett presents, “Preparing for the New Era of Family Office Regulation – Non-Compliance is Not an Option,” to the Family Office Exchange, September 2011…
Tara Rao authoris What is Guardianship?, Khaasbaat, September 2011.…
Family offices must now square the corners of their ownership and investment process with a new regulation. The Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank) fundamentally changes the…
US persons, both individuals and trusts, and non-US persons with US investments have seen an increase in their US tax reporting obligations over the last few years. Download…
After passing major tax legislation in 2010 and following up with some regulations and guidance notices, the US tax authorities have now released. June 2, 2011. Download…
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