Paul Allen's family office, Vulcan Inc, has vast holdings that include real estate, art, sports teams and venture capital stakes.
Leverage the temporary increased exemption amount to realize permanent savings.
Estate planning causes people to face their own mortality; helping clients cope with this reality is vital.
Low tax rates could provide conversion opportunities for clients.
Encourage clients to gift now rather than as part of testamentary planning.
The glue that holds families together has a value of its own.
The industry won’t educate and manage, consumers won’t listen and most advisors won’t get involved.
A quick overview of how to administer or operate a trust properly.
