Dynasty trust battles are intensifying in state legislatures as the 2026 federal estate tax sunset pushes wealthy families to act…
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Family offices are quietly buying equity stakes in private sports betting platforms, drawn by long-horizon return potential and low correlation…
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The IRS is intensifying scrutiny of private foundation self-dealing transactions, targeting property transfers, compensation deals, and undisclosed family arrangements.
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Family offices are tapping art collections as collateral for credit facilities, turning illiquid assets into working capital without triggering sales…
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Dynasty trust legislation is splitting estate planning attorneys along ideological lines as the 2025 estate tax exemption sunset approaches and…
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The SECURE Act's 10-year rule on inherited IRAs is creating a tax compression crisis for middle-class families with no coordinated…
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Family offices are quietly backing secondhand luxury resale platforms, drawn by high margins, authentication technology, and counter-cyclical market dynamics.
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Congress is pushing to impose mandatory payout rules on donor-advised funds, targeting a loophole that lets donors claim immediate tax…
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Donor-advised funds hold hundreds of billions in unspent charitable assets. Donors claim tax deductions immediately but face no legal obligation…
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States are racing to attract dynasty trust business with favorable laws, zero income taxes, and perpetual trust rules - and…
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