by Julia L. Cronin, JD Many clients worry about the “shirtsleeves to shirtsleeves in three generations” adage, fearing the dissipation of the wealth they worked so hard to build. The...
The most compelling estate planning strategies often include combinations of trusts that must be irrevocable to achieve specific objectives. Irrevocable trusts create legal “distance” between...
Must charities and non-profit organizations disclose the names and addresses of major donors? (A “major donor” is one who contributes more than $5,000 or 2% of the charity’s annual donations.)...
Affluent families face special challenges due to their wealth. Private security - both digital/cyber and physical security of family and assets - is often overlooked until a tragedy strikes. We...