There are many reasons to shift the beneficial interest of a QTIP trust and its underlying assets during a surviving spouse’s lifetime.

Here are a few of the most common mistakes.

The state will require out-of-state sellers to collect sales tax on tangible personal property

Any investment offering would be a very small portion of the clients’ total wealth because of the volatility, while options include investing through third party investment vehicles.

Credit Suisse and the other banks did not ask enough questions, nor did they get the right answers about what Archegos was doing.

Goldman Sachs said in March it was close to offering private wealth clients additional vehicles to bet on crypto prices.

Ira Cohen, a New York-based managing director focused on working with private equity firms, is joining as an advisor to Sheth’s office and his philanthropy, Sangreal Foundation.

Rockefeller has been on a hiring tear in recent years, adding advisers across the U.S. from rivals including Morgan Stanley and Merrill Lynch, including two dozen new teams in 2020.

The Tax Court’s decision may have further implications for valuing a celebrity’s name and likeness rights.

Court filing reveals the pair didn't have a prenup but entered into a separation contract instead.