Key knowledge when advising charities and their donors on private letter rulings.

A few initial and ongoing steps can reduce family friction before it starts.

Has the time come for someone else to take over decision-making?

The combination of economic and emotional systems create challenges.

Avoid tax traps that get in the way of a successful gift.

Take steps to help clients reduce the risk of disclosing private information.

This concept gets a new lease on life.

Optimize the global balance sheet.

Bridge the information gap when managing the liquidity for global families.

How longevity and changing family dynamics can make sprinkle trusts more complex.