We analyzed the endowments of more than 1,000 private, nonoperating foundations with assets of less than $50 million over a two-year period.
Property used to fund grantor retained annuity trust was undervalued.
What happens to the convicted murderer's fortune?
Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee.
Families don’t just pass on wealth; they pass on communication strategies they learned from the generations before them.