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Private Client Comparative Guide for the jurisdiction of Bermuda, check out our comparative guides section to compare across multiple countries
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Conyers
Private Client Comparative Guide for the jurisdiction of Cayman Islands, check out our comparative guides section to compare across multiple countries
United States
Masuda, Funai, Eifert & Mitchell, Ltd.
The most important form in all of employee benefits is an individual employee's life insurance and/or 401(k) plan beneficiary form(s). In the absence of a valid beneficiary form...
ORBA
Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
Cades Schutte LLP
In a previous ke kumu article, we introduced the newly adopted Hawaiʻi Uniform Trust Code ("UTC"), which went into effect on January 1, 2022.
McLane Middleton, Professional Association
How can trustees reduce the limitations periods for challenges to the trust instrument or the trustee's administration?...
Foley & Lardner
Brian Lucareli, Director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Tim Voigtman, partner and co-chair of the Tax...
Foley & Lardner
During this presentation, Jason Kohout, co-chair of Foley's Family Office practice, Scott Klug, public affairs director and co-chair of the Federal Public Affairs practice, and William (‘Bill') Ball, ...
Goodsill Anderson Quinn & Stifel
Many people invest a significant portion of their income and personal wealth into the homes where they live. Real estate in Hawaii is incredibly valuable, and your home could very well be the cornerstone...
Ward and Smith, P.A.
Our attorneys field questions every day about the nuanced estate planning issues that arise due to a client's unique circumstances, but there also are many fundamental estate planning considerations that apply...
McLane Middleton, Professional Association
When planning for the future care of a loved one, it is important to consider the individual's special needs and any available government assistance programs in order to supplement such programs and enhance the individual's quality of life ...
Ward and Smith, P.A.
Avoidance of estate taxes is one consideration in estate planning. Under current law, however, estate tax issues generally affect only the wealthiest 1% of the population...
Ward and Smith, P.A.
Generally speaking, the Internal Revenue Code imposes a transfer tax at each family generation. If an asset passes from a parent to a child and then from the child to a grandchild...
Bilzin Sumberg Baena Price & Axelrod LLP
Florida's newest trust laws taking effect this summer are turning up the heat in what is already a hot estate planning scene. With the federal estate and gift tax exemption for U.S. citizens...
Ward and Smith, P.A.
Though not a silver bullet for every situation, in appropriate circumstances, a Joint Revocable Living Trust can provide a married couple with significant benefits and simplify the administration of assets upon death or incapacity.
Reinhart Boerner Van Deuren s.c.
The Florida legislature recently passed a new trust law that creates an exciting estate planning opportunity for married couples who are residents of Florida.
Dinsmore & Shohl
The Kentucky Supreme Court's recent decision in Estate of Worrall v. J.P Morgan Bank, N.A. demonstrates the dangers to a trustee seeking a release from liability when...
Taft Stettinius & Hollister
On June 16, 2022, the U.S. Court of Appeals for the Sixth Circuit affirmed a District Court decision in favor of Taft clients in a matter involving the unique "probate exception" to federal court jurisdiction.
Harris Beach
Spousal Lifetime Access Trusts, or "SLATs," may be the ideal vehicle for clients interested in pursuing wealth-transfer tax planning. A SLAT is an irrevocable trust created by one spouse...
Holland & Knight
Cryptocurrencies are becoming a larger component of investors' portfolios, especially for millennials and Generation Z, who collectively make up 94 percent of cryptocurrency buyers.
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