Transferring Family Wealth
Donald J. Heberle, Head of Personal Wealth, leads a panel discussion on the uncertainties that have significant implications for our personal well-being and financial preparedness.
Selling assets to an intentionally defective irrevocable trust can allow you to transfer to your beneficiaries with little or no gift and estate tax.
An intentionally defective grantor trust can help you freeze certain assets for estate tax purposes.
Art collections often represent an important part of a family’s legacy, making their stewardship fraught with emotional and financial considerations.