March 28, 2024
Hot Topics for Private Clients and Family Offices from the 2024 Heckerling Institute on Estate Planning – Part Two
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March 15, 2024
Did You Form New Entities this Year? You Still Need to Complete CTA Reporting
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March 04, 2024
Hot Topics for Private Clients and Family Offices from 2024 Heckerling Institute on Estate Planning – Part One
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February 05, 2024
Trusts 101: Living or Testamentary; Revocable or Irrevocable; Grantor and Non-Grantor – What Does All of This Mean?
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December 05, 2023
The IRS is Shifting Audit Attention to Large Partnerships and Wealthy Individuals
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November 20, 2023
Incorporating Gratitude Into Your Family’s Life Yields Wellness Benefits
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November 02, 2023
Private Client and Family Office Practice Welcomed Eric Allyn to Warner’s Family Engagement Symposium
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August 09, 2023
Three Estate and Gift Tax Strategies to Consider Before Selling Your Business
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July 06, 2023
Shared Ownership of Family Cottages, Part Three: Creating a Governance Agreement for a Shared Property
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June 21, 2023
Shared Ownership of Family Cottages, Part Two: Ownership Structures for Shared Family Property
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June 06, 2023
Shared Ownership of Family Cottages, Part One: Does It Make Sense to Pass the Cottage to Future Generations?
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January 19, 2023
Did You See Our eAlert on SECURE 2.0? Three Changes You Won’t Want to Miss
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September 22, 2021
Proposed Tax Changes Affecting Estate Planning Are Moving Through Congress
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July 29, 2021
New Bill Proposes To Have Family Offices Register With the SEC and Begin SEC Reporting
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June 03, 2021
Your Capital Gains Could Become Capital Pains Under the President's Proposed Budget
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April 09, 2021
Remember our advice to prepare for estate tax changes sooner rather than later? Later is now.
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March 01, 2021
Have You Had "The Talk" With Your Kids? (No, not that one. The one about your estate plan.)
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February 09, 2021
Is It Time to Address Flooding and Erosion Issues at Your Lakefront Property?
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October 07, 2020
It’s Not Too Late to Hold a Virtual Family Meeting This Year: Series Part 2 – Best practices for virtual family meetings
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September 24, 2020
Partner Mark Harder Presents Estate Planning Update at 2020 Family Office Forum
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August 04, 2020
Family Meetings Go Virtual in 2020: Part 1 – Putting the “Family” into Virtual Family Meetings
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August 13, 2019
Options for Transferring Family Vacation Homes May Have Become More Limited
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April 30, 2019
Auditors Now Have Guidance Regarding Private Foundation Self-Dealing Transactions
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February 14, 2019
“Roses are Red, Violets are Blue”—Approaching Prenuptial Agreements Positively
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January 14, 2019
Finally, New Year’s Resolutions Your Ultra High Net Worth Family Can Keep!
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June 29, 2018
Warner Partner Sean Cook Speaks About Succession Planning Under the New Tax Act
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May 10, 2018
A High Net Worth Guide to Hiring Domestic Help: Protect Your Family from Liability
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March 29, 2018
Why High Net Worth Families Need to Review Estate Plans Now: Unintended Consequences of the Tax Reform
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