WilliamDevineEsquire

 

Regulatory Risk Modeling  |  Law Practice

   
           

 

S P E C T R U M

 

Head of the

House of Windsor

 

 

 
 
BOARD + MANANGEMENT
UNIVERSITY BOARD
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A Household of Wealth and Happiness

Innovator Ed:  On Keeping Your Fortune from Dulling Your Family

 

 

 

T

 

ogether we consider—from the view of the senior generation and the view of their heirs—the challenges that wealth and its transfer pose for families in five cases.  We address financial, tax, legal and interpersonal keys to meeting these challenges.  We conclude with observations on the paradox of wealth, the forces that drive wealth transfer, and the forces that keep a family together.

 

  I

The Richest Couple in America

 

     

The quicksand pull of estate planning documents

Scenes of estate taxation

New realities of estate administration costs

 

  II

All the Land Barons’ Grandchildren

 

     

The siren song of the 1031 exchange

Why beneficiaries and development risk rarely mix

Boundary matters:  a one-asset, 32-beneficiary trust

 

  III

The Depressed, Leaking Office Tower

 

     

Successor trustee v. probate judge:  who’s your daddy?

Flawed assets:  will you leave your heirs in a lawsuit?

 

  IV

The 106-7-Eleven Foundation

 

     

Your wishes v. beneficiary best interests—who wins?

               Contests with charitable beneficiaries

               Contests with family beneficiaries

The successor trustee’s duty to diversify assets

 

  V

The Recycling Queen’s Daughter

 

     

Myths on explaining plans to your family

Tax savings and the costs they can exact

 

 

•   •   •

William Devine leads the Board + Management Practice, which spans estate planning, administration and dispute resolution matters.  He is Adjunct Professor of Management at Menlo College, and wrote Women, Men & Money (Random House, 1998).

 

 

 

 

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650.964.2400

 

Copyright 2017 William Devine.  All rights reserved worldwide.  Disclaimer.