Recent Family Office Management Law News

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Sep
3
2025
 The One Big Beautiful Bill Act and Estate Planning: What You Need to Know Pierce Atwood LLP
Sep
3
2025
 Preserving Your Family’s Cottage Legacy Varnum LLP
Sep
2
2025
 What to Expect When You’re Expecting New Investors — Practical Steps Fund Managers Can Take to Prepare for Investments from Registered Funds and Defined Contribution Retirement Plans Proskauer Rose LLP
Sep
2
2025
 Top Three Legal Considerations for Family Offices Adding Private Credit to Their Investment Portfolios Katten
Aug
27
2025
 Executive Order Opens Door to Alternative Assets in 401(k)s: Key Considerations for Plan Fiduciaries Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
Aug
25
2025
 Tax Provision Changes: How the OBBBA Impacts Individuals, Businesses and Estate Planning Katten
Aug
21
2025
 Countdown to Compliance: What Employers Need to Know About New York’s Secure Choice Savings Program Jackson Lewis P.C.
Aug
21
2025
 Beyond the Pitch Deck: Due Diligence for Family Offices Evaluating PPLI Brokerage Firms Golconda Partners, LLC
Aug
20
2025
 Qualified Small Business Stock in Tax and Estate Planning Blank Rome LLP
Aug
19
2025
 Trump EO Seeks to Expand Access to Alternative Investments in Retirement Plans McDermott Will & Schulte LLP
Aug
14
2025
 Ten Minute Interview: Program-Related Investments [Video] Foley & Lardner LLP
Aug
12
2025
 Selecting Annuity Providers for Retirement Plans: Tips for Success Bradley Arant Boult Cummings LLP
Aug
10
2025
 Court Reversed Judgment Against A Trustee Due To Jury Instruction Errors And Also Held That A Party Is Not Entitled To A Jury Trial In Trustee Removal Actions Winstead
Aug
10
2025
 Court Dismissed Appeal From Interim Trust Orders Because It Lacked Jurisdiction Winstead
Aug
8
2025
 Amendments to Section 1202 Tax Exclusion for Sale of Qualified Small Business Stock Provide to Lift to Startups and Angel Investors K&L Gates LLP
Aug
6
2025
 Will Your Will Stand the Test of Time? Chuhak & Tecson, P.C.
Aug
4
2025
 The European Space Race and the Family Offices Fueling It Arondight Advisors
Aug
2
2025
 Court Affirmed An Order Removing A Trustee Winstead
Aug
2
2025
 Court Affirmed A Probate Court’s Granting Of Plea To The Jurisdiction Based On The Estate Beneficiaries’ Lack Of Standing Winstead
Jul
29
2025
 Key Estate and Tax Planning Changes in New H.R. 1 Bill Varnum LLP
Jul
27
2025
 How to Write an Ethical Will with Examples – The Human Side of Wealth Transfer Cresset Capital Management
Jul
27
2025
 How to Write an Ethical Will with Examples – The Human Side of Wealth Transfer Cresset Capital Management
Jul
27
2025
 Exploring Philanthropic Motivations: Understanding the “Why” Behind Giving Cresset Capital Management
Jul
27
2025
 Preparing for Cognitive Decline: 4 Ways to Protect Financial Assets Cresset Capital Management
Jul
27
2025
 Legacy Property Planning: How to Keep Your Vacation Home in the Family Cresset Capital Management
Jul
27
2025
 AI Compliance Is a Growing Risk for Family Offices Simple
Jul
26
2025
 Supreme Court Stays Reinstatement of CPSC Democratic Commissioners Keller and Heckman LLP
Jul
23
2025
 The Importance of Service Agreements Varnum LLP
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