Estate Planning Links for Ultra High Net Worth Individuals

2021, Apr 05    

There seems to be a wide range of differing viewpoints on generational wealth transfer. Below are relevant articles I’ve found on the web from various people who have experience in this subject. I would love to see how these approaches differ from one culture to the next.

• To Successfully Pass Down Wealth, Share Your Intent
• In Some Trusts, the Heirs Must Work for the Money - The New York Times
• Secret Fears of the Super-Rich - The Atlantic
• Mark Zuckerberg on raising kids that are not spoiled
• Dynastic Wealth: How Trust Funds Work to Pass Down Wealth
• Secret Fears of the Super-Rich - The Atlantic
• What a Wealth Adviser Tells Millionaires About How Much to Leave Heirs
• All in the Family: Passing Along Wealth to Future Generations - ColoradoBiz Magazine
• Use It or Lose It? How Ultra High Net Worth U.S. Families Are Thinking About Their Lifetime Gift Tax Exclusion as 2020 Year-End Looms - Columbia University School of Professional Studies
• All About Gift Tax in 2021
• Gift Tax: How Much Is It and Who Pays It?
• Frequently Asked Questions on Gift Taxes - Internal Revenue Service
• Prepare your practice to provide multigenerational wealth planning
• Transitioning Wealth to the Next Generation: The Top Six Mistakes