Movers

As the Silent Generation and Baby Boomers prepare to transfer an estimated $84-90 trillion in wealth over the next two decades, families face critical decisions about estate planning, tax strategies, and asset protection. This comprehensive analysis explores how changing tax laws, evolving family structures, and complex asset portfolios require thoughtful planning to preserve wealth across generations while avoiding unnecessary taxes, legal disputes, and family conflicts.

For parents of a child with a disability, estate planning involves more than asset distribution—it requires ensuring long-term care and financial security. A special needs trust can provide resources without jeopardizing eligibility for SSI and Medicaid, but proper structuring, trustee selection, and coordination with the broader estate plan are essential to protect your loved one's future.

The insurance-dedicated separately managed account market has reached a critical inflection point, moving from theoretical concept to scaled implementation for ultra-high-net-worth clients and family offices. As distribution channels expand across broker-dealers, independent RIAs, and major bank platforms, the competitive landscape is being reshaped by operational infrastructure and multi-channel accessibility rather than investment performance alone.

High-net-worth individuals and private equity investors increasingly explore offshore trusts as sophisticated wealth planning tools that may provide enhanced asset protection, investment management flexibility, and multigenerational wealth preservation. Understanding the strategic benefits, tax implications, and compliance requirements of these complex structures is essential for entrepreneurs, executives, and families seeking to protect significant holdings while maintaining appropriate control and meeting

Collective investment trusts offer retirement plan investors significant cost savings and expanded investment choice through institutional oversight, yet recent criticism has questioned their transparency...

As the creator economy continues to expand, individuals who derive income from digital platforms face a critical estate planning question. For those who already have an estate plan, that plan may not adequately address the unique challenges of managing, valuing and transferring digital businesses, leaving these increasingly valuable assets vulnerable to confusion, lost revenue and family conflict.

Today's families are increasingly global, with assets, homes, citizenships, and loved ones spanning multiple jurisdictions. Michael Clear hosts a conversation with Carolyn Reers and Suzanne Shier about the forces driving cross-border planning challenges, from globally mobile families and international philanthropy to cultural competency, compliance, and succession laws around the world.

Family offices are grappling with mounting operational complexity, talent shortages, and succession challenges that strain traditional in-house models. As wealth structures expand across investments, entities, and philanthropic activities, many families are reconsidering whether every function should remain internal or if outsourced support could provide stronger continuity, specialized expertise, and improved coordination.

Explore how intentional philanthropy can transform charitable giving from reactive donations into a strategic, values-driven approach that creates lasting impact. Joshua Chadajo, Founder of JEC Philanthropy...

In sophisticated wealth planning that addresses a comprehensive approach to financial and administrative matters, families devote enormous attention to tax efficiency, investment strategy, succession, and fiduciary...

District of New Jersey judges enforce individual Judicial Preferences published on the court’s website as strictly as formal rules.

A California federal court has ruled that a website's privacy policy, even when presented as a passive hyperlink, can defeat delayed discovery claims and render wiretapping lawsuits time-barred.

Bipartisan legislation aims to reduce compliance burdens on U.S. citizens living abroad by streamlining overlapping international financial reporting requirements and simplifying tax obligations.

PFAS litigation is expanding rapidly across federal and state courts, with new claims emerging and an increasingly diverse range of parties becoming involved. Updated data through the first quarter of 2026...

President Donald J. Trump issued a proclamation last week, "Restriction on Entry of Certain Nonimmigrant Workers," that aims to significantly limit the H-1B professional worker program by imposing a $100,000 fee on certain applicants.

The most expensive clause in a contract may be the one nobody notices until a substantial disagreement arises — the dispute resolution clause.

A new year brings new intellectual property laws and regulations, and 2023 is no exception.

The Federal Trade Commission (FTC) just published its Health Products Compliance Guidance ("Guidance"), which it issued to replace an advertising guide from 1998 focused on dietary supplements.

When November 1st hits, you can almost guarantee that you will start hearing familiar Christmas songs, one of which being Mariah Carey's "All I Want For Christmas." The song has gained so much...

This Sunday, the Washington Commanders are set to introduce their new mascot, which the team has indicated will either be a hog or a dog. The former, however, may lead to a trademark...