Related insights: Private Wealth


2020 Candidate Tax Proposals

Sep 18 2020
We’re close to the 2020 presidential election and many people are wondering what effect a potential change in leadership could have on their tax bill. If the Democrats take the White House many of the tax provisions enacted by the Tax Cut and Jobs Act of 2017 could be rolled back. Even if new legislation is not passed until late 2021, the new rules could be effective retroactive to January 1, 2021.

Laurel R.S. Blair Presents to Charleston Estate Planning Council on Recent Legal Developments and Trends Affecting Fiduciaries and Counsel

Feb 24 2020
CHARLESTON, SC – Womble Bond Dickinson partner Laurel R.S. Blair addressed the Charleston Estate Planning Council on “Recent Legal Developments and Trends Affecting Fiduciaries and Counsel.” The Feb. 20th presentation included analysis and assessment of South Carolina case law developments (implications for trust and estate drafting and administration counsel, fiduciary liability exposure and strategic options), strategies for counsel and professional fiduciaries in effectively addressing socially conscious investing trends given existing trust documentation and legal parameters, and issues/strategic options for consideration in protecting existing trusts/trust assets in the context of divorce.

Womble Bond Dickinson Attorney Elie Foy Teaches Course on Estate & Tax issues at Southeastern Trust School

Jun 03 2019
The Southeastern Trust School at Campbell University has provided professional development to thousands of financial and legal professionals during the last five decades. Womble Bond Dickinson attorney Elie Foy served as a faculty member at the Southeastern Trust School’s current session, teaching on “Federal Estate, Gift and Generation-Skipping Transfer Taxes.”

How AI Shapes the Future of Wealth Management

Sep 04 2018
We are on the cusp of a revolution. While wealth managers have used computers to streamline complex analysis and to simplify customer service, the next wave of computational tools are already upon us. Artificial intelligence (“AI”), from predictive analysis to recommendation engines, will soon provide better decisions, more attentive client service, and a broader customer base for wealth managers willing to trust them.