For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep

Successfully Navigating Legacy Planning: Five Key Factors

Charities have Fiduciary Duties as Estate Beneficiaries | Charitable Bequests | Administration | Philanthropic Advisor | Estates Gone Wrong 29 Aug

Charities have Fiduciary Duties as Estate Beneficiaries

The Supreme Court recently ruled in favour of Blue Cross, RSPB and RSPCA in the case of a legacy bequest which was challenged by the donor’s daughter. 13 Aug

Important Case Ruling: Contested Wills and Charities in the UK

Does the Court Have Jurisdiction to Terminate a Charitable Trust? The answer to the question is Yes. But the jurisdiction must be exercised sparingly and not indiscriminately. 14 Feb

Does the Court Have Jurisdiction to Terminate a Charitable Trust?

Family Giving: From Personal Tragedy to Family Legacy | Charitable Bequests | Philanthropy | Estates Gone Wrong 22 Dec

Family Giving: From Personal Tragedy to Family Legacy

18 Sep

Estate Planning Strategies: 7 Common Uses for Trusts

Money left to Heart and Stroke Foundation in Will Allegedly Misappropriated | Curated Content | Charitable Bequests | Estates Gone Wrong 31 Aug

Alleged Misappropriation of Substantial Charitable Bequest

Leaving Money to Charity so You Don’t Spoil the Kids? | Charitable Bequests | Wealth Management | High Net Worth | Estates Gone Wrong 16 Mar

Leaving Money to Charity so You Don’t Spoil the Kids?

An inter vivos transfer is one made during the grantor's lifetime. Inter vivos gifts, which include property related to an estate, are not subject to probate taxes since they are not part of the donor's estate at death. 16 Jan

Inter Vivos Gifts: What Are They? How Do They Work?

When a Charitable Bequest in a Will Goes Wrong | Curated Content | Charitable Bequests | Estates Gone Wrong 01 Nov

When a Charitable Bequest in a Will Goes Wrong

Daughters of late Hollywood legend Paul Newman filed a lawsuit against the Newman's Own Foundation (NOF), claiming their father's legacy is "under assault" by the "very organization he founded in an effort to preserve and expand that legacy." 23 Aug

Paul Newman’s Daughters Claim Father’s Legacy is ‘Under Assault’

St. Jude Fights Donors’ Families in Court for Share of Estates | Curated Content | Charitable Bequests | Court Battles | Estates Gone Wrong 21 Mar

St. Jude Fights Donors’ Families in Court for Share of Estates