Articles

28
Oct

Private Interest Foundations: A Valuable Estate Planning Instrument

Private interest foundations offer a range of advantages that complement corporations and trusts as estate planning instruments. Limitations of Corporations and Trusts in Estate Planning Using a holding corporation as an estate planning vehicle generally requires one of two options for transferring wealth to future generations: (i) drafting a will…
4
Sep

The Principle of Reverse Solicitation in Financial Services Companies

The principle of reverse solicitation allows financial services companies to offer their services to clients in foreign jurisdictions without requiring a local license or presence, as long as the client initiates the contact. This is especially relevant for cross-border financial transactions conducted via online platforms, where regulations vary between countries.…

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