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A decision by the US District Court for the Northern District of California earlier in 2018 has potentially important implications for the future recognition of foreign insolvency proceedings in the US.

As with all things money and family, it can be a struggle to balance financial and personal goals with avoiding hard feelings and disputes.

Senators Carl Levin (D-Michigan), Sheldon Whitehouse (D-Rhode Island), Claire McCaskill (D-Missouri) and Bill Nelson (D-Florida) recently proposed the Stop Tax Haven Abuse Act in the U.S. Senate.

The world is shrinking. Overseas connections are expanding. Families are spread across countries and continents. Many people in the U.S. (and U.S. citizens living abroad) are beneficiaries of foreign trusts and estates, and even more seek to invest overseas.

With so much buzz around the lottery drawing, Nashville's News 2 consulted with Tennessee lottery officials and Lee Griffith, financial attorney at Waller Lansden Dortch & Davis, LLP, in Nashville, for more information.

June 2021 Interest Rates for Sales to Defective Grantor Trusts, Intra-Family Loans, Split-Interest Charitable Trusts and GRATs...

If you have money in a traditional employer-sponsored retirement plan, such as a 401(k) or 403(b), you are probably aware that withdrawals before age 59½ generally are not advised.

A highly ranked five-star basketball recruit navigates the complex transition from college NIL athlete to top-10 NBA draft pick, facing critical financial decisions involving multi-million-dollar contracts, family support structures, and potentially risky financial arrangements. With structured advisory support, he learns to evaluate opportunities, understand tax implications, and establish foundational financial practices that will shape his professional career.

If you are or were married, do not overlook spousal benefits when you estimate your Social Security income and determine when to start receiving it.

The regulation of broker-dealer communications is delegated to the Financial Industry Regulatory Authority, Inc. (FINRA)...

Despite recent trends toward consolidation in the agricultural industry, farming generally remains a family affair.

Federal interest rates were largely stable in August of 2021. The August applicable federal rate ("AFR") for use with a sale to a defective grantor trust,

These same rates are used in connection with sales to defective grantor trusts.

Federal Exclusion from Gift, Estate and Generation-Skipping Transfer Taxes Increases to $5,340,000 in 2014 In Revenue Ruling 2013-35, the IRS announced certain inflation adjustments to tax exemptions and deductions. The IRS increased the basic exclusion amount for 2014 to $5,340,000 from $5,250,000.

Trusts are a fundamental part of many estate plans because they provide asset protection and probate avoidance. Choosing the right trustee is a key consideration in establishing a trust.

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.

As chief compliance officers prepare for their annual compliance reviews, they should familiarize themselves with the examination priorities letter the Securities and Exchange Commission (SEC)