The court discounted an ILIT’s $6.5 million receivable by a whopping 65%.

Designated beneficiaries may be disregarded in certain situations.

The values of older and new generations are increasingly difficult to reconcile.

Citadel’s founder discussed his views on `Bloomberg Wealth with David Rubenstein.’

An arbitrary allocation to fixed assets impacted by inflation is the primary risk to a multidecade retirement and legacy investment portfolio.

The IRS rules that they don’t result in loss of generation-skipping tax exemption

What does the increasing tokenization of our lives mean for estate planners and their clients?

Study weighs against increased regulations... for now.

Federal law intersects with copyright issues for the estate of janitor turned famed artist Henry Darger.