Tax

Co-Chairs of the Private Client Services Group, Laura Zwicker and Stefanie Lipson, authored an article discussing NextGen trust planning in ThoughtLeaders4 High Net Worth Litigation, Advisory & Divorce Magazine.

Excerpt: 

Wealth, in a multitude of forms, values, whether articulated or not, and the power that accompanies wealth have passed, more or less successfully, from generation to generation across millennia and across the globe. The challenge of when, how, and to what extent to engage younger generations in the succession process is a global challenge, but one that has been, and must continue to be, addressed differently based on cultural norms and values, available legal and planning structures, and the personalities and skills of the senior and junior generations of each family.