TAXATION OF TANGIBLE PERSONAL PROPERTY

By Laura Angel-Lalanne & G. Warren Whitaker Clients frequently make their choices regarding the disposition of their tangible personal property based on emotional considerations.  Nevertheless, they must be aware of the tax costs and benefits associated with the various methods of disposition they may be considering, so they can make fully informed decisions.  This article … Continue reading TAXATION OF TANGIBLE PERSONAL PROPERTY

G. “Warren” Whitaker

G. "Warren" Whitaker assists high net worth individuals and multinational families with complex domestic and international estate planning and related income tax, corporate and personal financial planning. Clients seek his experience with sophisticated international transactions; trust and estate issues, both domestic and international; family office needs; and trust services and fiduciary compliance. He is a … Continue reading G. “Warren” Whitaker

Laura Angel-Lalanne

Laura Angel-Lalanne is special counsel at Schulte Roth & Zabel. She represents high-net-worth individual clients in the areas of estate planning and trust and estate administration, with an emphasis on charitable planning and the administration of trusts and estate with charitable interests. Laura creates sophisticated estate plans for clients, helping them to balance their sometimes … Continue reading Laura Angel-Lalanne

What’s the Upside in a Downturn? —Today’s Environment Has Created Once-in-a-lifetime Wealth Planning Opportunities

By Nicholas J. Bertha IN A CLASSIC IRONY, WE NOW FIND OURSELVES IN PERHAPS THE MOST ATTRACTIVE WEALTH TRANSFER ENVIRONMENT OF OUR LIFETIMES. THE REASONS ARE TWO-FOLD. FIRST, A PAIR OF INTEREST RATES THAT ARE NOW AT THEIR LOWEST LEVELS IN HISTORY, MAKING IT EASIER FOR SEVERAL OF THE MOST WIDELY USED WEALTH TRANSFER TACTICS … Continue reading What’s the Upside in a Downturn? —Today’s Environment Has Created Once-in-a-lifetime Wealth Planning Opportunities

Nicholas J. Bertha

nbertha@fieldpointprivate.com Mr. Bertha is the Director of Wealth and Trust Planning at Fieldpoint Private. Mr. Bertha works with clients on complex estate and income tax issues, and helps ultra high net worth families manage their wealth. He has expert-level capability in tax law, wealth transfer, and trusts & estates. His extensive career, spanning over 35 … Continue reading Nicholas J. Bertha

What COVID-19 Means for America’s Economic and Financial Statecraft

By Michael B. Greenwald It is already evident that coronavirus has triggered a deeper recession than that of the Global Financial Crisis. Much like the latter, monetary authorities at the Federal Reserve have undertaken unprecedented actions to support liquidity in global markets. These steps have included support for domestic debt markets, including a recent expansion … Continue reading What COVID-19 Means for America’s Economic and Financial Statecraft

Michael B. Greenwald

Michael B. Greenwald is Director at Tiedemann Advisors. He is a fellow at Harvard Kennedy School's Belfer Center for Science and International Affairs. From 2015-2017, Greenwald served as the US Treasury attaché to Qatar and Kuwait. Michael earned a Juris Doctor degree from Boston University School of Law, a Master of Arts from Boston University’s Frederick S. Pardee … Continue reading Michael B. Greenwald

How the Final Regulations on Qualified Opportunity Funds Come Out on Trust and Estate Related Issues

By Kevin Matz On December 19, 2019, the U.S. Department of Treasury and the Internal Revenue Service (collectively, “the Treasury Department”) released long-awaited final regulations on qualified opportunity funds (“QOFs”) (the “final regulations”). The final regulations come on the heels of two tranches of proposed regulations, which generated more than 300 comment letters from organizations … Continue reading How the Final Regulations on Qualified Opportunity Funds Come Out on Trust and Estate Related Issues

Kevin Matz

Mr. Matz is a Partner at the law firm of Stroock & Stroock & Lavan LLP in New York City.  His practice is devoted principally to domestic and international estate and tax planning, family offices and qualified opportunity zone (QOZ) funds and he is a Fellow of the American College of Trust and Estate Counsel … Continue reading Kevin Matz

Tax Reform Implications for Fiduciaries

By Nicole Pursley The Tax Cuts and Jobs Act of 2017 (the Tax Act) made significant changes to the United States Tax Code, with implications on virtually all areas of taxation, including some that affect fiduciaries. This article provides a broad overview of some tax implications that may be of importance to trust and estate … Continue reading Tax Reform Implications for Fiduciaries

Nicole Pursley

Nicole Pursley is a Senior Analyst with Wilmington Trust and is responsible for developing customized wealth management strategies for high net worth clients.  Nicole holds a Juris Doctor from Widener University Delaware Law School and a Master of Laws (LL.M.) in Taxation and an Estate Planning Certificate from Temple University Beasley School of Law.  She … Continue reading Nicole Pursley