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Education: Lessons Learned of a Senior Estate Planning Lawyer – Why you need an Estate Plan

www.quarles.com/publications/estate-planning-lawyer-for-33-years-lessons-learned/ www.mielderlawblog.com/top-two-estate-planning-concerns www.mielderlawblog.com/have-talk-with-senior-parents www.bnlaw.com.au/page/Insights/Family_Law_publications/Wills_Estates/Exposing_Estate_Planning_Myths/ insights.collyerbristow.com/post/102fpxm/why-apathy-isnt-good-enough-when-it-comes-to-wills If family life is complex now, how will it look after you’ve gone? www.morton-fraser.com/knowledge-hub/financial-planner brodies.com/insights/wills-and-estate-planning/estate-planning-a-tool-for-everyone/ bit.ly/3u5GZBo www.hopgoodganim.com.au/page/knowledge-centre/fact-sheets/will-personal-estate-plan Estates Under $2 Million – Do I Need an Estate Plan? See also: www.russellkennedy.com.au/insights-events/insights/why-have-a-will bit.ly/3n6Ak6P www.daypitney.com/insights/publications/2022/03/fog4-a-tale-as-old-as-time-family-succession-drama 8 Estate Planning Considerations What to Expect: Your First Meeting...
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Trends: Chase or be chased by Transparency and Substance

www.labuanibfc.com/analysis-detail/256/the-new-world-order-chase-or-be-chased-by-transparency-and-substance-.html www.skadden.com/insights/podcasts/2022/02/arms-length-principle-vs-implicit-support-whats-the-way-forward#page=1 See also: goo.gl/YTT6RR goo.gl/P5HzXe www.gmlaw.com/news/greenspoon-marder-international-wealth-asset-planning-blog-tax-court-rules-that-offshore-asset-protection-trust-assets-are-not-available-to-the-taxpayer-for-purposes-of-paying-the-irs/ Click to access informationsheetno551460444117.pdf www.pyrgouvakis.com/index.php/en/articles/209-the-concepts-of-management-and-control 0
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Education: Alternatives to handling Divorce

anthonygold.co.uk/latest/blog/how-to-make-the-divorce-process-less-painful bit.ly/2vp7lS0 bit.ly/2LVL59B Myths surrounding family mediation Alternatives to the Traditional Divorce www.kingsleynapley.co.uk/insights/blogs/family-law-blog/avoid-courts-to-lessen-the-pain-of-family-break-ups#page=1 www.kingsleynapley.co.uk/insights/blogs/family-law-blog/good-divorce-week-2020-and-the-family-solutions-group-report-key-themes-for-a-good-divorce-or-separation#page=1 Beginning at the End: How mediation can take couples along the pathway to a binding court order www.birketts.co.uk/insights/legal-updates/rochford-v-rochford-the-importance-of-mediation Divorce/dissolution: A guide to out-of-court settlements (finances) www.birketts.co.uk/insights/legal-updates/how-family-mediation-can-help-you-and-your-family#page=1 insights.boodlehatfield.com/post/102h55o/separation-and-divorce-why-try-mediation How to avoid court in family disputes...
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Family Business: Succession Plan

www.oneworldmideast.net/CMSPages/GetFile.aspx?guid=2bfb9045-7cab-4402-b3d2-ed2671cfebeawww.collinsbarrow.com/en/windsor-ontario/publications/onthemark-pitfalls-to-consider-in-family-business-successionwww.blplaw.com/private-wealth/insights-resources/blog-post/family-businesses-controls-successions-and-saleswww.ofplaw.com/business-succession-planning-strategies/tinyurl.com/3a6u2byzwww.nutter.com/trending-newsroom-publications-Insights-Mike-Kushnir-Succession-Planning-Family-Owned-Businesseswww.finlaysons.com.au/2020/07/succession-planning-transitioning-the-current-generation-out-of-the-business/www.finlaysons.com.au/2020/11/final-considerations-for-your-business-succession-plan/www.fosterswift.com/communications-how-to-think-about-succession-planning.htmlwww.cooneyleesmorgan.co.nz/succession_plan_vital_for_businesswww.dwt.com/blogs/family-business-resource-center/2021/09/family-business-succession-planning#page=1silvesterlegal.com/why-succession-planning-is-important-in-any-family-business/www.michiganitlaw.com/using-estate-planning-secure-legacytinyurl.com/3a6u2byz See also: crowesoberman.com/blog/the-great-wealth-transfer/ www.boodlehatfield.com/articles/dynasties-drama-family-business-in-focus/kilpatricktownsend.com/en/insights/perspectives/2023/5/6%20key%20takeaways%20succession%20planning 0
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Education: Protectors

Click to access protectors-and-jersey-trusts.pdf www.ogier.com/publications/the-development-of-the-use-and-role-of-protectors-in-guernsey-trusts-law www.greensfelder.com/trusts-and-estates-blog/q-a-using-a-trust-protector www.ogier.com/publications/offshore-protectors-bermuda-or-jersey It’s a watchdog’s life: Protector duties from Bermuda to Jersey www.taylorwessing.com/fr/insights-and-events/insights/2021/11/protectors-power-to-consent-to-trustee-decision www.mourant.com/news-and-views/updates/updates-2022/the-role-of-the-protector-with-the-power-to-veto.aspx A Matter of Some Discretion: Controlling your Trust www.charlesrussellspeechlys.com/en/news-and-insights/insights/private-client/2022/what-to-consider-when-appointing-a-protector/ www.greensfelder.com/trusts-and-estates-blog/benefits-of-a-trust-protector#page=1 A cautionary tale on the role of the protector | Standard Bank See also: Protector’s Powers: Narrow or Wide...
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Education: Trusts (Jersey, Guernsey)

Click to access jersey-trusts.pdf www.careyolsen.com/briefings/overview-types-and-uses-guernsey-law-trusts Click to access 09.28.18_Jersey_The_Uses_of_Jersey_Trusts.pdf www.ccmalta.com/publications/why_set_up_trust Common Types of Trusts in Singapore www.careyolsen.com/articles/cayman-islands-trustees-caught-crossfire www.mourant.com/news-and-views/guides/guides-2022/guernsey-trusts.aspx www.mourant.com/news-and-views/guides/guides-2022/jersey-trusts.aspx Trusts: are they still a good vehicle for managing assets? – Lane Neave international.standardbank.com/international/personal/learn-more/Reasons-to-settle-a-trust Should You Have a Trust for Your Child? – Don’t Tax Yourself (bowditch.com) See also:...
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