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Wealth Management Sourcebook
Multifamily Office 2008
Previous Issues Index
/ Home / Editorial / Wealth Management / Estate Planning /
Estate Planning
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.
The Business of Trust Busting A long-time advocate of trust beneficiaries’ rights, Robert Rikoon believes that heirs should not feel locked into institutions and relationships that do not serve their needs. The buck, he says, should stop with them.
more »

Ties that Bind In deciding whether to engage an individual or a corporate trustee to oversee our trusts, we should weigh the benefits of the former’s personal attention against the latter’s broad range of expertise.
more »

The Lure of Dynasty Trusts Dynasty trusts safely lock away assets for generations to come. But benefactors should beware of locking up their heirs’ ability to adapt to a changing world.
more »

It Takes a Thief Frank Abagnale speaks out on forgery, fraud & false identity.
more »
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