Insights | Private Client

INSIGHTS

Declining Mental Capacity and How It Affects Estate Plans

When it comes to estate planning, the challenge is identifying ADRD at a time when the plan can be put in place before the individual’s condition deteriorates.

Judith Pearson

Declining Mental Capacity and How It Affects Estate Plans

When it comes to estate planning, the challenge is identifying ADRD at a time when the plan can be put in place before the individual’s condition deteriorates.

Boards Buy D&O Insurance—Shouldn’t Trustees Also be Protected?

Trustees are exposed to some of the same risks as directors and officers. Learn more about that risk.

Selecting a Trustee: Individual versus Corporate versus Independent

Learn what companies are doing to keep email secure, the common warning signs of a malicious email, and which email attachments are generally safe to open—and which aren't.

Is a Special Needs Trust Right for You?

Find out how a special needs trust can ensure the financial security of a special-needs loved one, without jeopardizing their public assistance payments.

Your Estate Plan Advisors Want You to Choose a Trustee—Now What?

Learn the pros and cons of each type, the characteristics of a good trustee, and two ways trustees can protect themselves from personal liability.

What to Consider When Choosing a Trustee

Read more for insight into how to choose the right trustee during your estate-planning process.

Do Personal Lines Policies Insure Trustees?

Read more to learn the answer to this question, as well as for insight into professional liability insurance and the protection it offers trustees.

AIG Leaves California: The Challenge of Homeowner’s Insurance

Read more about what spurred AIG’s decision as well as guidance on what you can do to insure your California home properly and cost-effectively.

Whiskey Connoisseurs: Protect and Insure Your Valuable Collection

Collecting fine whiskey and spirit can be fun and financially rewarding. But what if a catastrophic loss occurs to your investment? Would you be able to replace your collection?

Regulations for Family Offices: Prepare with Risk Management

Read more about the circumstances around potential new regulation as well as how family offices can prepare with risk management.

What’s Ahead for Cryptocurrency and Trust Companies?

Read more for how cryptocurrency is affecting trust companies, the risk involved, and how you can manage it.

The Future of ESOP Formation Under the Biden Tax Plan

The announcement of the proposed Biden tax plan has created concern about the prospective increase in capital gains tax and the impact on ESOP formation.