Baird to Pay More Than $650K Over Unnecessary Fees

Published on March 18, 2025

Baird must reimburse customers and pay a $100,000 FINRA fine for violating Reg BI and other rules.

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Balancing Control and Tax Efficiency: The Survivorship Standby Trust Strategy

March 18, 2025
Jack Elder and Tracey Ullom describe how a survivorship standby trust may present an attractive alternative for married couples.

Reciprocal Trust Doctrine: Some Thoughts

March 18, 2025
Martin M. Shenkman and Joy Matak discuss misconceptions about the reciprocal trust doctrine and different views surrounding it.