Asset Management, Trust Distributions, Wealth Management

Types and uses of Cayman Islands law trusts

Carey Olsen on 10/4/2024

The Cayman Islands is one of the leading jurisdictions for the establishment and management of trusts. It has a sophisticated professional trust sector, modern trusts legislation and an effective judicial system. There is a...more

Once Removed Episode 24: Expressing Goals and Intent for the Trust

McGuireWoods LLP on 6/11/2024

For parents with young children, naming the guardian who will raise their children upon the parents’ passing can be one of the most important and foundational questions of an estate plan. And in fact, because this decision is...more

I’m a Trustee. Can I Withhold Money from an Irresponsible Beneficiary?

Burns & Levinson LLP on 6/8/2023

Many trusts are established with the goal of protecting assets and ensuring the longevity of those assets for future generations. A trustee then may wonder if they have the authority to withhold money from a beneficiary who...more

Comparing Inter Vivos and Testamentary Trusts

Adler Pollock & Sheehan P.C. on 3/9/2023

Creating and adhering to an estate plan is no simple task. Generally, the end goal of estate planning is to divide up and transfer assets to loved ones at a minimum or zero tax cost. Of course, a will is a good starting...more

Can Pets Inherit?

Kohrman Jackson & Krantz LLP on 7/18/2022

For so many of us, pets are part of the family. Everywhere you go, people bring their dogs along these days; and many pets, such as birds and tortoises, have long life spans. ...more

Fun and Games and…Estate Planning?

Sands Anderson PC on 7/15/2022

When we take seemingly mundane tasks and turn them into a game – like who can pick up the toys on the floor the fastest – those tasks suddenly become more fun and easier to accomplish. The gamification process works so well...more

What New Family Trustees Need to Know

Woodruff Sawyer on 2/23/2022

When a family member or friend asks you to become their trustee, it conveys a high level of trust in you. However, many of our clients tell us that they did not fully understand the enormity of the job when they accepted it....more

The Robins Kaplan Spotlight, Vol. 6, No. 4 - Quiet Trusts: The Benefits of Privacy in Estate Planning

Robins Kaplan LLP on 12/7/2021

In the wake of the “Pandora Papers,” the use of secret trusts has come under fire. The media has depicted secrecy in trust administration as a tactic to allow the wealthy to conceal their riches and avoid tax obligations....more

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