Estate Planning

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Vote On Record Business Tax May Make Oregon A Liberal Test Case

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It would represent the largest U.S. corporate tax increase in this millennium and make Oregon something of a Pacific Northwest welfare state.

Prenups For Young Professionals

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The reality is that most couples can benefit from prenuptial contracts.

SEC Eyes Contempt For Wyly Estate's Failure To Pay $101M

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The estate was ordered to make the payment in February as a result of the late businessman's fraud.

Redstone Exam Sought By Granddaughter To Be Considered By Judge

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The request follows a settlement by Viacom Inc.’s controlling shareholders Sumner Redstone and his daughter.

Proposed Valuation Discount Rules Would Hit Wealthy Clients Hard

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“This is the biggest single event in the estate planning world probably since the 1980s," one CPA said.

Heir To Prince's Estate May Have Been Found

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Also, a Minnesota court dismissed claims by 29 others who sought a piece of the $300 million estate.

Choosing Where To Form Your Client's Grant-Making Charity

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Choosing the right jurisdictions for your client's charity involves more art than number crunching.

1-800-Flowers Founder On Charities, Businesses He Supports

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Jim McCann gave up his CEO title in June and is using his time to focus on charity and other business interests.

As India’s Top Moguls Grow Old, Keep An Eye Out For Their Kids

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The next generation of tycoons is set to emerge in India.

Redstone's Mental State Is 'Lot To Digest' For Probate Judge

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Viacom's CEO claims the company’s controlling shareholder is incapacitated and being manipulated by his daughter.

Fate Of Megadeal For Hershey Lies With Scandal-Plagued Trust

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Its 10 trustees have been averse to deals, scuttling efforts to separate them from their candy-coated source of cash.

Battle For Japanese Inheritances Heats Up

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Trillions of dollars parked in savings accounts are set to be released in the coming years as Japan's death rate climbs.

Making Sure Your Client's Estate Doesn't Go 'Redstone'

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The family fight over Sumner Redstone's estate is headline news. Here's how to protect your clients from a similar nightmare.

The Virtual Estate

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Fiduciaries who need access to a deceased client’s digital assets continue to run into a web of obstacles.

Death And Taxes For Wealthy Foreigners

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Rich immigrants are streaming into the U.S. and they’re bringing lots of assets and estate planning needs with them.

When Is An Inheritance Too Big?

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Rich clients are increasingly pondering this question as they try to create wills that will enhance rather than ruin their children’s lives.

Redstone's Lawyer Says Media Mogul Is Old, Not Impaired

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Sumner Redstone is being sued by two Viacom executives who were removed from the trust that controls his $40 billion empire.

Private Foundations A Family Affair

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Most private foundations are family efforts, says a survey by Foundation Source.

Dearly Beloved: Prince's Death Prompts Uptick In Wills

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Every time a high-profile celebrity dies without a will, estate lawyers say they see a flurry of planning discussions.

Sam Wyly Committed Tax Fraud With Offshore Trusts, Judge Says

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Wyly shuffled assets among a network of offshore trusts to evade millions of dollars in taxes, the judge ruled.

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