That’s why relying only on nominees or joint holdings rarely works. Beneficial ownership is the person who actually funds or ...

Several years ago, a longtime client of mine passed away and left everything to the stepmother of his children. The children were not nearly as concerned about the wife receiving financial assets as ...

During the height of the recession, estate-planning attorney Gideon Rothschild, a partner at Moses & Singer in New York, remembers fielding an urgent visit from a real estate developer in his 30s. He ...