What’s the fair market value of a deceased collector’s undivided fractional interest in 64 works of art—art that includes pieces by Pablo Picasso, Henry Moore, Jackson Pollock, Paul Cezanne, Jasper Johns, Ellsworth Kelly, Cy...
Reporting the deceased spousal unused exclusion amount on the gift tax return
Post-crisis, there is a growing demand for rare musical instruments as an alternative investment. The return on investment can be high, but there are risks with these illiquid investments.
Three scenarios provide important lessons for attorneys and their clients
Don Kozusko & Paul McKibbin discuss how scenario planning can benefit your high-net-worth clients.
Avoid pitfalls by taking protective steps in advance
The circumstances and opportunities associated with this endeavor
Richard M. Del Monte of the Del Monte group joins us to discuss some crucial issues that affluent families and their advisors are ignoring when they do their estate planning.
