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How to effectively transfer wealth—including that which is tied up in illiquid but valuable collectibles—to family, other beneficiaries and charitable organizations; how to establish trusts (and oversee trustees) and other estate planning vehicles.
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The Bakal Estate
Richard Bakal doesn’t trust most trustees—and for good reason. Charged with overseeing the wealth generated by his parents, the 79-year-old devised an elaborate strategy to ensure his family’s fortune is maintained, not squandered.
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Overcoming Entropy
The ties that bound the Carnation heirs were severed when their family business was sold—until they devised a common wealth strategy.
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Cautionary Tales
Estate-plan disasters that shatter families and squander wealth make headlines all too often.
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The Maytag Estate
As residential subdivisions and big-box retailers pressed Colorado’s open spaces on all sides, Russ Maytag sought a way to protect his beloved 3,000-acre working cattle ranch for posterity.
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The Top Estates
To design an estate plan that will preserve a family’s wealth and ideals requires leadership, innovation—and a sense of mission.
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Beachfront Benefactor
I inherited my family’s beach home last year when my mother passed away. It is worth at least $10 million, and as a new mom who would prefer to stay at home, that is money I could use right now.
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Sharing Under Sharia
Sharia law provides that a son will inherit twice the share of a daughter because, traditionally, men were responsible for women.
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Insurance Conundrum
Under current federal estate tax law, the first $2 million in your estate is exempt from estate tax, but anything in excess of this amount is subject to federal estate tax at rates as high as 46 percent.
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