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Helping clients manage, preserve and transfer wealth can be complex and challenging. We are committed to collaborating with you to bring your clients a comprehensive range of wealth management solutions. Our seamless approach will complement your own capabilities and, ultimately, serve to enhance your client relationships. Look ahead with us and experience the right partnership.
Learn about the importance of aligning goals, duties, investment and impact.

Transitioning Out of a Private Foundation
Share planning considerations with clients before deciding to dissolve this popular charitable giving vehicle.
Our expert provides tips to address the challenges of effective cross-border trust design & administration
Trust design for state income tax efficiency and wealth preservation
While charitable giving can be simple as writing a check, making a charitable gift of art can be far more complicated.
Read about the potential wealth planning implications on same-sex married couples following the Supreme Court's historic ruling on DOMA.
On February 2, the Administration released the “Fiscal Year 2016 Budget of the U.S. Government” (FY 2016 Budget), accompanied by the Treasury Department’s “General Explanations of the Administration’s Fiscal Year 2016 Revenue Proposals,” the so-called “Greenbook.”

Labor Law Changes for Home Care Workers
On January 1, 2015, new regulations took effect from the Department of Labor’s Wage and Hour Division regarding the application of the Fair Labor Standards Act (FLSA) to home care workers.

Tax Increase Prevention Act of 2014
The House of Representatives and Senate have passed the Tax Increase Prevention Act of 2014, and it was signed into law by President Obama on Friday, December 19. This legislation may have an impact on wealth planning.
Crossing Borders: Planning for Wealth in Motion
Understand the intricacies of cross-border wealth transfer.

Final Treasury Regulations on Code Section 67 (e)
The Scope of Estates' and Trusts’ Miscellaneous Itemized Deductions Not Subject to the 2% Floor.

Income Taxation of Irrevocable Inter Vivos Trust Violated Due Process
Insights on Recent Transfer and Fiduciary Tax Developments
Planning For What We Know and What We Don’t Know
Second edition now available in print and e-book format.

A Collaborative Approach to the LGBT Community
Helping you address the unique wealth transfer needs of your LGBT and non-traditional family clients.
Read a white paper from our expert highlighting the benefits of establishing a trust in Delaware.

Engaging the Next Generation of Global Citizens in Family Philanthropy
Learn how the next generation of philanthropists are globally engaging in ways not previously seen.
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