Mark Leeming (The University of Sydney – Faculty of Law) recently published, Nine Points About Solicitors’ Equitable Liens, 2024. Provided below is an Abstract: This note identifies, by reference to recent decisions, nine points of interest and potential confusion concerning…
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Private equity and venture capital managers need to carefully plan their gifting strategies before the current elevated gift and estate tax exemption expires at the end of 2025. Currently, individuals can gift up to $13.6 million tax-free, and couples up…
Continue Reading The Giant Trump-Era Gift Tax Exemption Expires Next Year. Why Private Fund Managers Better Take Note

Richard Simmons, the iconic fitness guru famous for his energetic “Sweatin’ to the Oldies” workout videos, was honored in a celebration of life in New Orleans following his passing. His brother, Lenny Simmons, shared a heartfelt detail about Richard’s burial,…
Continue Reading Richard Simmons’ brother shares ‘little secret’ about late fitness guru’s burial: ‘Not too many people know’

Ultra-wealthy families are increasingly faced with the challenge of deciding where to locate their assets as their businesses and family members spread across multiple countries. Traditionally, these families managed their wealth through a single-family office in the country where their…
Continue Reading Wealthy Families Increasingly Question Where in the World to Keep Their Assets

David Breaux, known as the “Compassion Guy” in Davis, California, for his dedication to spreading compassion. After his tragic murder, his wish to forgive his killer inspired the author, Tom Williams, to write a “David’s Will” outlining his own wishes…
Continue Reading Friend’s compassion—even in death—inspired my own ‘David’s Will’

As childlessness becomes more common, especially among older generations, many estates are being inherited by distant relatives, charities, or even pets. Without children to pass on their wealth, many individuals, particularly those without wills, unintentionally leave their assets to extended…
Continue Reading People Without Kids Are Leaving Money to Surprised Heirs

Washington, DC, October 3, 2024: John T. Rogers, Jr., President of The ACTEC Foundation, and Stacy E. Singer, Chair of the ACTEC Diversity, Equity & Inclusivity Committee, are pleased to announce the Tenth Class of Dennis I. Belcher Young Leaders….
Continue Reading The ACTEC Foundation Announces The Dennis I. Belcher Young Leaders

Shannon Amos is sharing that, despite her father reportedly having passed away in August, she only heard the news on Tuesday — “through the media,” like the rest of the world — after her brother K.C. Amos announced it. K.C….
Continue Reading John Amos’ Daughter Reveals She Learned About His Death From The News: ‘Devastated’

Leslie Kiefer Amann (Sentinel Trust Compnay) recently published, Shakespeare, Succession, and Estate Planning: Lessons from the Bard, ACTEC Law Journal, Volume 49, Number 3, Summer 2024. Provided below is an Asbtract: Probated in 1616, Shakespeare’s Will is surprisingly relevant today….
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British supermodel Naomi Campbell has been barred from being a charity trustee in England and Wales for five years after the poverty charity she founded nearly two decades ago was deemed Thursday to have been “poorly governed” with “inadequate financial…
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Richard Simmons’ family has expressed strong disapproval of Teresa Reveles, his longtime housekeeper, for filing a petition to be reinstated as co-trustee of his estate. Reveles, who worked for Simmons for 36 years, claims she was pressured into signing documents…
Continue Reading Richard Simmons’ family hits back after longtime housekeeper files to be reinstated as co-trustee of estate

Ram Rivlin (Hebrew University of Jerusalem – Faculty of Law) and Shahar Lifshitz (Bar-Ilan University – Faculty of Law) recently published, Reimagining Marital Property at Death, 2024. Provided below is an Abstract: This paper argues that death should not automatically…
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Clare Brown, a 26-year-old from Australia, is unable to access her $12 million inheritance due to a stipulation in her father’s will requiring her to get a job. Despite encouragement from her family, Clare has refused, citing her attention deficit…
Continue Reading Broke heiress can’t access $12 million fortune because she refuses her dad’s only condition to get a job