Jordan Waxman can handle the Ironman—he’s planning to run his fifth and sixth triathalons this year—but he couldn’t handle Bank of America bureaucracy.

Independent broker-dealer WFP Securities went out of business fighting claims they put clients into risky private placements and non-traded REITS. Yesterday, they got a bit back.

As clients, attorneys and advisors were just getting comfortable with the beneficiary defective inheritor's trust (BDIT), certain practitioners have attempted to extend its use and structure. Many of these attempted extensions, referred to in...

IRS seeks comments on tax consequences of decanting In Notice 2011-101, the Internal Revenue Service requested comments regarding the income, gift, estate and generation-skipping transfer (GST) tax issues and consequences arising from trust...

Since 1892, the Uniform Law Commission (ULC) has provided states with non-partisan, well-conceived and well-drafted legislation. The ULC is working on a number of issues affecting estate-planning practitioners. Here's a round-up of some of...

Sooner or later, we, as estate-planning professionals, are exposed to the frustration of clients or beneficiaries who ignore our advice and act in a manner that's financially self-destructive. Often, this situation arises in the fiduciary context...