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Families create an estate plan at a single moment in time, but it may need to work for decades, and sometimes for generations. Marriages...
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Your will or trust is only as strong as its ability to hold up under challenge. Those challenges are becoming more common. A disappointed...
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The people who build the most remarkable fortunes tend to share certain traits: drive, vision and a relentless focus on the next...
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In July, we wrote about the final regulations under T.D. 10052, which confirm that a Section 1035 exchange is no longer, by itself, a...
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This week's Wall Street Journal piece on private placement life insurance, "'A Roth IRA on Steroids': Wealthy Americans Find Another...
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For a few years, the insurance-dedicated separately managed account (ID-SMA) was a structure that many advisors had heard about but few...
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For the better part of a decade, every estate planning conversation my colleagues had with a high-net-worth family started with the same...
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The US Department of the Treasury (Treasury) and the Internal Revenue Service (IRS) have just finalized regulations fixing a problem that...
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On May 6, Katten hosted its annual program, "Family Office Compensation and Talent: 2026 Trends and Planning," bringing together leaders...
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On March 10, Katten Real Estate Senior Counsel Alvin Katz and Timothy Little joined guest speakers from Focus and Dwight Mortgage Trust...
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The One Big Beautiful Bill Act (OBBBA) brings increased predictability for business owners, founders, family offices and investors in...
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On April 30, 2025, Katten hosted Loyola University Chicago's Family Business Center for the "Family Business Through a Legal Lens"...
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Managing risk and volatility within a family office structure is a timely and complex topic. During a recent Katten webinar, we assembled...
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On October 13, 2023, the SEC adopted Rule 13f-2 which will require institutional investment managers (“Institutional Managers”) to report...
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Katten will present its annual Private Wealth & Fiduciary Seminar, “Advising UHNW Families in an Era of Uncertainty,” at 9:00 a.m. (CT)...
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The U.S. Corporate Transparency Act (CTA) is the first comprehensive ultimate beneficial owner (UBO) and controlling persons reporting...