News & Insights
When to Appoint a Corporate Trustee
For any estate plan that includes a trust, the appointment of the trustee for the trust is of critical importance to the successful administration of
New Update: U.S. Corporate Transparency Act Enforcement Reinstated With Deadline Extensions
On February 27, 2025, FinCEN announced that it will not impose fines or penalties on companies that do not submit their beneficial ownership information reports
Understanding the Reciprocal Trust Doctrine and Its Impact on Estate and Gift Taxation
The reciprocal trust doctrine is a critical consideration in estate planning for high-net-worth individuals (HNWIs) aiming to maximize the current gift and estate tax exemption
100 Women in Finance Event Resources (AI in Finance: Striking the Balance)
Learn how artificial intelligence (AI) is impacting the financial services industry from the perspective of both the public and private sectors.
U.S. Corporate Transparency Act Enforcement Reinstated With Deadline Extensions
In the most recent development regarding enforcement of the Corporate Transparency Act (CTA) and Beneficial Ownership Information Report (BOIR), U.S. entities are once again required
AI in Finance: Striking the Balance Between Innovation and Human Control in Decision Making
How do we harness AI’s tremendous potential while maintaining the human judgment and control that have long been the bedrock of financial decision-making?
Why is Estate Planning Important
It is hard to imagine an area of the law that impacts people more than Wills and Trusts. Death impacts everyone, and so does
U.S. Corporate Transparency Act Reporting Requirements is put on hold—once more
In a recent development regarding enforcement of the Corporate Transparency Act (CTA) and Beneficial Ownership Information Report (BOIR), U.S. entities are once again NOT required
The Use of Artificial Intelligence in the Financial Industry
From the innovative uses of stones as tools, to using the wheel, and to exploring modern technology beyond the earth’s atmosphere, human beings have always