Mondaq All Regions: Wealth Management
Colin Biggers & Paisley
Article discusses the new laws, the reason for those new laws, their impact and what you should do.
Carey Olsen
Carey Olsen Bermuda partner Keith Robinson, who is head of the firm's trusts and private wealth practice, is one of only two lawyers in Bermuda to be ranked in Band 1.
Carey Olsen
Finalists for the awards, which celebrate legal excellence in the world of private wealth, are selected by the highly regarded legal directory's specialist research team and follow the recent publication of the 2019 edition of the Chambers and Partners High Net Worth guide.
Kinanis LLC
The European Parliament and the Council of the European Union on 20 June 2019 decided to amend the existing Directive in regards to the rules and procedures on the formation of companies, registration of branches, ...
Dillon Eustace
Following on from a consultation process earlier this year, ESMA has published its final report on guidelines on liquidity stress testing in UCITS and AIFs
Chetcuti Cauchi Advocates
Protecting one's assets and wealth may be carried out through the formation of a trust or foundation.
Chetcuti Cauchi Advocates
In 2004, the Trust and Trustees Act was implemented as the first written law regulating domestic trusts in Malta. Prior to this, however, the notion of a trust was still present in Malta.
The Swiss trust law has been a long time in the making. Since the ratification of the Hague Trust Convention in 2007 several attempts were made by interested parties
Moroglu Arseven
As per article 2 of the Law Amending the Income Tax Law and Certain Other Laws numbered 7186, the provisional article 90 has been included in the Income Tax Law numbered 193.
Moroglu Arseven
7186 sayılı Gelir Vergisi Kanunu ile Bazı Kanunlarda Değişiklik Yapılması Hakkında Kanun ("Torba Kanun") madde 2 ile 193 sayılı Gelir Vergisi Kanunu'na geçici madde 90 ("Geçici Madde 90") eklendi.
Herbert Smith Freehills
In the third episode of our Private Wealth and Charities podcast series Richard Norridge and Mark Adair discuss music and law. Mark had a successful career
DAC Beachcroft LLP
The concept of housing specifically aimed at older people has many benefits. Improved quality of life and releasing larger
Recent changes in terms of global tax regulations and increasing international tax transparency are vital to consider when implementing strategies to preserve family wealth
Wrigleys Solicitors
The recent case of FL v MJL [2019] EWCOP 31 looked at the authority of a deputy to make gifts from the surplus income of the person whose funds he manages.
Ostrow Reisin Berk & Abrams
Did you know that it may be advantageous to file a gift tax return when transferring property to, or for the benefit of, a family member even when a gift tax return is not required?
Pryor Cashman LLP
Courts in New York have long required that non-competes and other post-employment restrictive covenants be supported by adequate consideration in order to be enforceable.
Ropes & Gray LLP
They discuss the key arguments raised in the trial over the claims, and the evidence relied upon by the court in finding in MetWest's favor across the board.
Kramer Levin Naftalis & Frankel LLP
According to a Preqin report (reg. req.), 74% of investors in alternatives believe equity markets are at a peak, up from 61% at the end of 2018, and 6% believe markets are expanding
Proskauer Rose LLP
The September Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2%,
Bowditch & Dewey
Bowditch partners Christopher Rock and Jon Barooshian will give the introduction and moderate the panel, respectively, at "Time is Running Out to Maximize the Value of Opportunity Zones
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Banwo & Ighodalo
The Central Bank of Nigeria ("CBN"), on June 6, 2018, issued the Regulations for Transactions with Authorized Dealers in Renminbi ("Regulations").
McCarthy Tétrault LLP
Late last week, the NYAG filed a law suit in the Supreme Court of the State of New York against Exxon alleging that Exxon violated, among other things, the securities fraud provisions of a 1921 New York statute...
Clark Wilson LLP
The case of Gully v Gully, 2018 BCSC 1590 provides useful insight on a peril of putting property into joint tenancy. The decision illustrates the importance of considering the financial status...
Giambrone & Partners
The question of inheritance can unwittingly cause rifts and dissension within a family leading to legal challenges and in the worst case, a fractured family.
Debevoise & Plimpton
The first half of 2019 has seen increased clarity on a number of substantial issues that have affected both general and limited private equity partners.
Wrigleys Solicitors
The recent case of FL v MJL [2019] EWCOP 31 looked at the authority of a deputy to make gifts from the surplus income of the person whose funds he manages.
As fiduciary professionals, we are operating in a rapidly evolving world of international families and ownership structures; one where international regulation and compliance requirements become increasingly complex just as clients become more global in their outlook.
Baer & Karrer
The establishment and operation of Alternative Investment Funds ("AIFs") (and their managers) is governed by the Federal Act on Collective Investment Schemes of 23 June 2006
Norton Rose Fulbright Canada LLP
The terms of an inter vivos trust are usually set out in a document signed by the settlor.
Watson Goepel LLP
The use of trusts and other vehicles for business and asset protection purposes is a long-standing practice.
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