You searched for “”

Delaware

Old Westbury Fund

Case Summaries

C.S. v. R.H., 2025 N.Y. Slip Op. 51426(U) (Sept. 8, 2025) – Treatment of Trust in Divorce

Case Summaries

Belmont Investments, LLC v. Commissioner, T.C. Docket No. 14039-25 (Petition filed October 3, 2025) – Basis of Assets in Grantor Trust

Wealth Planning

Year-End Giving 2025

Current Developments

LOOKING AHEAD – Estate Planning in 2025 & Current Developments (Including Observations from Heckerling 2025)

Investment Management

Chief Investment Officer Jeff Mills on CNBC’s “Fast Money”

Wealth Planning

2025 Year-End Income Tax Planning — Last Chance for a Full Tax Benefit

Wealth Planning

Charitable Giving Under OBBBA: Tax Strategies for 2025 and Beyond

Current Developments

Estate Inclusion Risk if Exempt and Non-Exempt Trusts Have Differing Terms