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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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Top 100 Attorneys
Lawyers who counsel their clients on personal matters are involved in some of the most critical decisions of their clients’ lives.
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Less Is More
Caught between the demands of Uncle Sam and a culture obsessed with superior investment returns, the wealthy cite tax mitigation as a priority.
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Split Decision
Many clients and their attorneys navigate the estate-planning process
together—only to part ways when it comes to implementation.
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The Right Time to Sell
More family business owners are leaping into the hyperactive mergers-and-acquisitions fray, liquidating their companies at what they hope is the top of the market.
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Untapped Potential
Most affluent families own life insurance, but many fail to leverage its full investment capacity.
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