Estate planning today often encompasses a series of goals, ranging from tax planning to asset management and asset control strategies. Many ultra-high-net-worth families seek asset or divorce ...
Trustee selection for a beneficiary with special needs presents unique challenges. The decision includes practical considerations: the proposed trustee’s geographic proximity to the beneficiary; ...
Justin H. Brown and George M. Riter Jr. Justin H. Brown, left, and George M. Riter Jr., right, of Ballard Spahr. Courtesy photos This fall, Pennsylvania’s new Directed Trust Act (Act 64 of 2024) went ...
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