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© 2026 Legalease Ltd. All rights reserved

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  • Article

    IRS Required to Disclose Collection Efforts Against Other Responsible Persons

    United StatesStrategy
    Roberts & Holland LLP
    Roberts & Holland LLP
  • Article

    SDNY Confirms Bearish Opinion On Off-Shore Hedge Fund Use Of

    In round one of the litigation concerning whether a US Bankruptcy Court would provide Chapter 15 assistance to the liquidators of two Cayman-registered Bear Stearns hedge funds, the Bankruptcy Court for the Southern District of New York concluded that the funds were not eligible for Chapter 15 assistance.
    United StatesStrategy
    Bracewell LLP
    Bracewell LLP
Article

Estate Planning Issues To Consider Before Selling Your Business

Estate planning is often associated with individuals making end-of-life decisions about finances and how their assets should be transferred and maintained for the benefit of their family members.
United StatesTax
Davis+Gilbert LLP
Davis+Gilbert LLP
  • Article

    Potential Transfer Tax Reform And 2016 Year-End Tax Planning Considerations

    With the upcoming Republican control of the executive and legislative branches, tax changes are certain to occur.
    United StatesTax
    Holland & Knight
    Holland & Knight
  • Article

    A Limited Derivatives User Punch List

    In our extensive examination of the requirements for Limited Derivatives Users under Rule 18f‑4(c)(4) we have tried to be conscientious in pointing out matters open to interpretation.
    United StatesWealth Management
    Perkins Coie LLP
    Perkins Coie LLP
  • Article

    Building Your A-Team: The Power Of Professional Advisors In Business And Wealth Management

    Embarking on a business venture, planning your estate, or navigating the complexities of personal wealth requires more than just hard work and dedication; it requires a strategic approach...
    United StatesWealth Management
    Lagerlof
    Lagerlof
  • Article

    Everything You Need To Know About A Family Office

    The modern notion of a family office charged with the stewardship of a single family's wealth for current and future generations emerged in the 19th century. The
    United StatesWealth Management
    Withers LLP
    Withers LLP
  • Article

    Podcast: Introduction To Gender-Lens Investing

    In this Ropes & Gray podcast, asset management partners Melissa Bender and Isabel Dische discuss a subset of impact investing – gender-lens investing.
    United StatesWealth Management
    Ropes & Gray LLP
    Ropes & Gray LLP
  • Article

    SEC Provides Custody Rule No-Action Letter Concerning Adviser's Administrative Services Loan Syndication Business

    On December 20, 2018, the SEC staff issued a no-action letter to Madison Capital Funding LLC ("Madison"), a registered investment adviser ...
    United StatesWealth Management
    Ropes & Gray LLP
    Ropes & Gray LLP
  • Podcast

    Travers Smith's Alternative Insights: The Diverging Paths Of Private Funds Regulation (Podcast)

    When it comes to the regulation of alternative asset managers, Europe and the US have – until now – been on parallel paths.
    GlobalWealth Management
    Travers Smith LLP
    Travers Smith LLP
  • Article

    FCA Review Of UK Wealth Management M&A

    The Financial Conduct Authority (FCA) is preparing to publish the findings of its review into M&A and consolidation in the UK wealth management sector. This multi-firm review was announced last October...
    United StatesCorporate/Commercial Law
    Ropes & Gray LLP
    Ropes & Gray LLP
  • Article

    The Corporate Transparency Act: Through A Family Office Lens

    The Corporate Transparency Act (CTA) is going into effect on 1 January 2024 and will mandate the disclosure of certain information related to beneficial owners and controllers...
    United StatesCorporate/Commercial Law
    K&L Gates
    K&L Gates
  • Article

    Grace Period for Restrictions on Funding Nonqualified Deferred Compensation

    The IRS has issued Notice 2006-33 to provide a transition period for bringing nonqualified deferred compensation (NQDC) plans funded with offshore trusts or funding arrangements with financial health triggers into compliance with Internal Revenue Code section 409A(b).
    United StatesEmployment and HR
    Sutherland Asbill & Brennan LLP
    Sutherland Asbill & Brennan LLP
  • Article

    Keeping The Family Together: Planning Ahead To Avoid Family Strife Later On

    All good wealth management includes estate planning as a component.
    United StatesFamily and Matrimonial
    ArentFox Schiff
    ArentFox Schiff
  • Article

    So, You’re A Trustee…Now What Do You Do? (And Who Can You Call For Help?)

    You may think you know what it means – and what it takes – to be a Trustee, but what does the role really entail?
    United StatesFamily and Matrimonial
    Ward and Smith, P.A
    Ward and Smith, P.A
  • Article

    Wealth Management Update - April 2014

    The April applicable federal rate ("AFR") for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2%, the same rate as March
    United StatesFamily and Matrimonial
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    Wealth Management Update (December 2015)

    The December § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0%, which is the same as November's rate.
    United StatesFamily and Matrimonial
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    Wealth Management Update - March 2021

    Certain federal interest rates increased slightly for March of 2021.
    United StatesFamily and Matrimonial
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    Wealth Management Update - November 2021

    November 2021 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
    United StatesFamily and Matrimonial
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    How Risky Is Your Portfolio? Using Metrics To Quantify It

    How has your portfolio performed this year? It is a simple enough question that is actually not so simple.
    United StatesFinance and Banking
    ORBA
    ORBA
  • Showing 601–620 of 1291 results

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