James Welch’s Post

Trust disputes can be complex, but there are effective paths to resolution. In part two of our Contentious Trusts series, we outline 5 key approaches to managing conflict and navigating these challenges. 📄 Read the full article to explore the key approaches and learn how Ocorian’s private client experts can help: https://lnkd.in/ecmawNQZ Tracey Neuman Paul Buckle #TrustManagement #WealthPlanning #FinancialSolutions

Litigation funding is growing in the UK and people are becoming more aware of it. But what is the public perception of the industry? Portland Communications’ most recent Class Action Report found that sentiment towards litigation funding is broadly positive. Although there is some stagnation in the UK’s understanding of class actions in general, awareness and acceptance of litigation funding is on the rise. You can read the full report here: https://lnkd.in/eib_6iYk #AlternativeInvestments #LitigationFunding #LitigationFinancing #LitigationFinance #LitigationFund

South Dakota's proactive updates and innovative trust structures make it a standout choice for those looking to optimize their trust arrangements. With a commitment to flexibility and evolution, it offers unique advantages for long-term wealth preservation and financial security.   New York, while established, could benefit from more frequent updates to its trust statutes to remain competitive in today’s evolving legal and financial landscape.   Learn more about how these two jurisdictions compare in our latest white paper. #SterlingTrustees #Trusts #Estates #TrustEstates #NewYork #SouthDakota #TrustAdministration #TrustLaw #WealthManagement #FinancialPlanning

The Q3 Thornhill Times is in your inbox NOW! 📨 Be sure to give it a good read and give us a call to let us know how we can support you! Sincerely, Your Thornhill Capital Management team Raymond James & Associates, Inc. is not affiliated with the above independent organizations. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional. #financialplanning #wealthmanagement #tuscaloosaalabama #certifiedfinancialplanner #financialgoals #wealth

In today's complex financial landscape, having a trust protector can be a game-changer for your estate planning. At Geyer Law, we emphasize the importance of this role, which provides an added layer of oversight to ensure that your trust operates as intended, even as laws and personal circumstances change. Our blog delves into the scenarios where a trust protector might be necessary, offering insights into how they can enhance the flexibility and security of your estate plan. Enhance your estate plan with expert insights. Learn why a trust protector may be right for you: https://lnkd.in/gFESbFcY #EstatePlanning #TrustProtector #GeyerLaw #FinancialSecurity

Some thoughts about international trust jurisdiction considerations.

Spendthrift provisions are important in Florida as they protect trust assets from creditors' claims against beneficiaries, ensuring the assets are preserved and used as intended by the trust creator. However, these can get complex. Having a professional estate planning lawyer by your side can make all the difference in securing your future. Learn more by visiting our website! #EstatePlanning #EstateLaw #Willsandtrusts #Will #Trust #EstateManagement #Assets #Wealth #WealthManagement #Florida #Probate #Spendthrift

Explore insights on navigating New York's property disclosure requirements in our blog post. Discover how Goetz Fitzpatrick LLP can assist you in ensuring compliance and protecting your interests. https://lnkd.in/gThcWYRH #PropertyLaw #LegalAssistance #GoetzFitzpatrick #TrustsAndEstates #EstatePlanning John Simoni

Legislation, court systems, trustee capabilities, and regulatory standards collectively shape the efficiency, effectiveness, and resilience of a trust jurisdiction. I think cross-border wealth structuring requires sophistication and independence to avoid (at best) knowledge gaps and limiting biases and (at worst) conflicts of interest. This has led to the emergence of the role of the independent consultant who is jurisdictionally neutral and agnostic to vendors involved in trust management. Such a consultant doesn't replace the trusted advisors or jurisdiction experts and third party service providers but becomes the architect of a design for an optimised platform to govern and administer the trust. In this Dentons Family Office article Brian Raftery, Howard Neiswender and me discuss some of the considerations relevant to our strategic consulting work in this area. #privatewealth #familyoffice #trusts #trustees

During an upcoming National Business Institute (NBI, Inc.) webinar on August 12, Lowenstein’s Joseph Romano will address emerging trends, key case law updates and recent Internal Revenue Service guidance affecting estate planning for high-net-worth individuals. For more information, please visit: https://bit.ly/4d7bGuc #trustsandestates #estateplanning #lawyers #privateclientservices