Resources

Content Type

Author

Year

5/2006

Governance for Family Trusts and Trust Companies – Deciding What You Want and Buying What You Need

May 1, 2006

Rashad Wareh speaks on “Governance for Family Trusts and Trust Companies – Deciding What You Want and Buying What You Need” to Institute for Private Investors, Spring Forum in New…

4/2006

Private Trust Companies-Unexpected Implications and Alternatives

April 1, 2006

Rashad Wareh speaks on “Unexpected Implications and Alternatives to Family Office Exchange” at CEO Forum in New York, NY.…

3/2006

Overview of US Tax and Reporting System

March 30, 2006

Time marches on towards 2010 and the scheduled one-year repeal of the US estate and generation-skipping transfer taxes. In the meantime, US citizens and non-citizens resident in the United States…

12/2005

State Law Allows Settlors to Tailor Trust Investment Objectives

December 22, 2005

The trust law of the various US states has traditionally required trustees to administer trust property solely in the best interests of the beneficiaries, to preserve the property and make…

10/2005

State Law Allows Settlors to Modify Trustee Duty to Inform and Report

October 13, 2005

The laws of several US states enable a trust settlor to restrict disclosure to beneficiaries, adapting the trust form to offer a choice reflecting contemporary concerns about the confidentiality and…

Integrated Wealth Management

October 1, 2005

Miles Padgett presents, “Integrated Wealth Management,” to the IPI-JWM Integrated Wealth Management Forum, Fall 2005.…

6/2005

Act Affects Offshore Deferred Compensation Rabbi Trusts

June 23, 2005

The American Jobs Creation Act 2004 and Internal Revenue Service (IRS) Notice 2005-1 have a significant effect on forms of non-qualified deferred compensation planning which make use of offshore ‘rabbi…

2/2005

Details of New Tax Laws Applicable to Expatriates

February 17, 2005

Tax professionals advising former US citizens and long-term residents should take note that the American Jobs Creation Act 2004 has eliminated the tax avoidance motive test previously applied to determine…

1/2005

The “Integration” in Integrated Wealth Management – How Does it Work in Practice

January 1, 2005

Miles Padgett authors, “The ‘Integration’ in Integrated Wealth Management – How Does it Work in Practice,” Journal of Wealth Management, Winter 2005…

11/2004

Tax Law Changes under the American Jobs Creation Act 2004

November 18, 2004

President Bush signed the American Jobs Creation Act 2004 on October 22. Although primarily aimed at the taxation of corporations and businesses, several provisions of the act are relevant to…