May 2023

UHNW Families / Estate Planning / International / Valuations / Fiduciary Professions

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IN THIS ISSUE...

SPECIAL FEATURE: UHNW FAMILIES & FAMILY OFFICES
The Inheritance Experience
How to guide the next generation to find a meaningful path of their own.

SPECIAL FEATURE:

ESTATE PLANNING & TAXATION
Deeds and Discounts: Estate Planning With Real Estate
There are benefits, but beware of complexities and potential pitfalls.

SPECIAL FEATURE: INTERNATIONAL PRACTICE
This U.S. Trust Has a Foreign Beneficiary!
Guidelines for unravelling a taxing circumstance.

SPECIAL FEATURE: VALUATIONS
Cecil v. Commissioner Provides New Insights on Tax-Affecting
How does the court weigh evidence on valuation discounts?

SPECIAL FEATURE:

FIDUCIARY PROFESSIONS
Fiduciary Law Trends
A roundup of significant court cases.

Choosing a Professional Trustee
A value proposition worth considering.

The Entrepreneur’s Trust
Motivate and inspire the next generation.

Trustee Considerations in Owning a 529 Plan
Potential pitfalls and drafting guidelines.

Learn what’s new at...

• American Cancer Society

• The New York Community Trust

• WealthCounsel

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May 2023 issue