TAX BLOG

No contest clauses, or forfeiture clauses, allow a will or trust to cut out a beneficiary who challenges its terms, which makes them a strong deterrent in contentious families and high value structures. This video explains how these clauses work in practice and why their legal force is much less straightforward, with enforceability varying across jurisdictions and depending on statute, public policy and judicial attitude. Moderator Scott E. Rahn TEP and speakers Simon Taube K

Auric Private Client Advisory LLC was pleased to participate in STEP Wyoming’s conference community, joining peers committed to high professional standards in cross-border estate and trust planning. The following is a STEP WY presentation we believe will be of particular interest to our clients. “UK/US Cross-Border Planning Post-2025: Royal Case Study and Practical Insights” reviews how recent UK reforms, including abolition of the remittance basis, the new Foreign Income Gai

Auric Private Client Advisory LLC was pleased to participate in STEP Wyoming’s conference community, joining peers committed to high professional standards in cross-border estate and trust planning. The following is a STEP WY presentation we believe will be of particular interest to our clients. “Exiting Family Office Investments: Cross-Border Dispositions” outlines how globally active families can prepare for liquidity events involving concentrated positions, U.S. businesses