Huguette Clark's estate is back in the news, propelled by reports that in 2005, at age 98, she made two wills within six weeks. The first benefited mainly her relatives. The second, which was offered for probate, left family members nothing.
Readers new to the story should see this MSNBC photo gallery for background on the Clark family,
skip to main |
skip to sidebar
Posts
Posts
Click the cover for more info.
Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Copyright 2005-2022 M.A. Co. Powered by Blogger.
Subscribe To
Posts
Posts
Now available: Our monthly Trust & Investment Newsletter
Click the cover for more info.
For direct inquiries:
Labels
- Investing (196)
- estate tax (148)
- income tax (114)
- estate planning (108)
- wills (104)
- trust ads (94)
- investment management (68)
- nest eggs (58)
- art (55)
- hedge funds (45)
- Madoff (43)
- trusts (41)
- Astor (39)
- wealth (39)
- retirement (37)
- stock market (37)
- brokers (31)
- inheritance (27)
- endowments (26)
- fiduciaries (22)
- Ponzi (21)
- executors (20)
- millionaires (19)
- philanthropy (19)
- gift tax (18)
- Apple (17)
- Wall Street (16)
- collectibles (16)
- alternative investments (15)
- dynasty trusts (15)
- estates (15)
- Helmsley (14)
- living trusts (14)
- brokerage (13)
- Bayou (12)
- investment performance (11)
Search Trust and Wealth Management Marketing
Blog Archive
-
▼
2011
(292)
-
▼
November
(22)
- Fight over Huguette Clark's Estate
- Greenwich Money Managers Win Millions
- Stimulus, for the record
- “Siri, Let's Look At My Trust Fund”
- Hints on the Steve Jobs estate plan
- Steve Jobs Outgained Warren Buffett
- Rein In Donor-Advised Funds?
- Should Wealth Management Work Like an Apple Store?
- An Eighteenth-Century Steve Jobs?
- EU resolution
- Congress Goes Bipartisan!
- Sarah Palin Bashes Congress
- What does the collapse of MF Global portend?
- Canadian Writes Best-Selling Investment Book
- Welfare For Millionaires?
- The Executor Was a Shirker
- How the Congressional Rich Get Richer?
- Rich Kids Worth Remembering on Veterans Day
- 401(k)s Can Spell Inheritance Trouble
- Can Family Office Revenue Replace Debit Card Fees?
- Defending the Top 1%
- What's In Your Retirement Fund?
-
▼
November
(22)
Senior GO TO Guide • BLOG
Popular Posts
-
Cyber Monday! You just bought a huge, name brand LED TV for $999! Would you have paid $1,130? Would you have been happier to pay $1,130 if...
-
Fifty years ago Norman Dacey, a Connecticut financial planner, shook the estate planning world by publishing How to Avoid Probate . Livin... -
Baylor scores high for endowment returns, according to the Wall Street Journal . But why are these multibillion dollar funds tax free, and m...
-
Researchers at Berkeley find that the rich don't like eye contact. Why so snooty? Robert Frank in The Wealth Report offers a plausible ...
-
Walked into Barnes and Noble and bought a book. Can't get more retro than that. The volume is Phishing for Phools , authored by two...
1 comment:
On the one hand, this woman seems clearly to have captured by her financial advisors, and taken advantage of. On the other hand, where was her family before she died? Why didn't they take some action when the handlers refused to put their calls through?
No one looks good here. Makes me sympathize with those who seek a 55% federal estate tax.
Post a Comment