PWsubmarch012
 
FA-MAG
Estate Planning
 
In Rich Families, Old And Young Differ On Inheritance Issues, Study Says
By Karen DeMasters - Thursday, 10 May 2012
The heads of ultra-high-net-worth families often have different views of how money should be bequeathed than those who will inherit it, according to a recent study.
 
Pines & Vines
By Ellie Winninghoff, May 2012 issue
Most families who own vineyards and timberland have made no plans for passing these land-based assets to future generations.

 
Family Business Dynasties Partly Driven By Culture, Industry
By Karen DeMasters - Wednesday, 18 April 2012
Whether businesses that generate vast wealth are run by families or unrelated individuals largely depends on their industry and where they are located, according to a new study.
 
Buffett Rule Tax Bill Would Raise $31B Over 10 Years
Tuesday, 20 March 2012
Implementing a “Buffett rule” to require a minimum 30 percent tax rate for the highest U.S. earners would raise $31 billion over the next decade, according to a government estimate.
 
Managing The Human Side Of Wealth
Friday, 16 March 2012
It’s just as important to manage the impact of wealth on family dynamics as it is to manage the actual wealth itself, according to experts.
 
Foundations For Fund Principals
By Stephen Liss and Evan Jehle, March 2012 issue

Hedge fund principals looking to start a private foundation have to contend with a unique set of regulatory issues.

 
Siblings Scorned
By Caren Chesler, March 2012 issue
Estate and inheritance issues can turn even the closest of siblings into mortal enemies.
 
NPC Launches Trust Services Program
Friday, 02 March 2012
The National Planning Corporation (NPC) has launched NPC Trust Services, a program that provides a comprehensive suite of trust services to current clients and future prospects, officials said.
 
Trust And Estate Experts Join UHY Advisors
By Jim McConville - Thursday, 01 March 2012
Veteran trust and estate planning and tax professionals Joseph V. Falanga and Sharon H. Goodman have joined New York-based UHY Advisors, company officials said today.
 
Concord Trust Launches In N.H.
By Karen DeMasters - Friday, 17 February 2012
The Concord Trust Company, a state-chartered trust company, has been created in New Hampshire to enable high-net worth-families to take advantage of the state’s trust and estate tax laws.
 
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