Integrating the Rising Generation: Drafting and Design For Cohesion Among Purpose, Structure and Operational Governance When Planning the Estate
In this week’s edition of FFI Practitioner, William Kambas of Withers and Amy Szostak of Northern Trust explore how estate-planning structures can help prepare rising-generation family members to understand, participate in, and eventually steward shared assets.
Flexibility is Key to Succession Planning for LGBTQ, Blended Families, Cohabitation, and other Nontraditional Families
Thanks to this week’s contributor, Matthew Erskine, for his article that explores the importance of building flexibility into the estate planning process for advisors working with nontraditional families.
Preparing for a Trust Beneficiary’s Addiction Issues
n this week’s issue, contributor Matthew Erskine discusses estate planning measures that can be taken to prepare for the eventuality of a beneficiary’s substance abuse issues.
Family Businesses in Germany – total lack of trust(s)?
For advisors working with family business clients operating across multiple countries, it is important to keep informed about jurisdictional differences and how they could impact your clients.
Trust Owned Family Enterprises: Pitfalls and practical suggestions when naming trustees who also serve on Board of Directors: A case study
This week, FFI Practitioner examines the complicated situation occurring when the family enterprise is owned in trust and the trustees simultaneously serve on the Board of Directors. Thank you to Patricia Annino for exploring the numerous issues and conflicts that can arise through the following case study.