The Motley Fool

SEPTEMBER 26, 2023

This article is intended for educational purposes only and is not legal advice. The core of your wishes may well be the disposition of your assets, i.e., who gets what, when, and how. Basically, you transfer assets to a trust and appoint a trustee -- which can be (and typically is) yourself -- to manage them as you see fit.

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The Motley Fool

SEPTEMBER 4, 2023

This article is intended for educational purposes only and is not legal advice. When planning for your family's future after you're gone, it can be tempting to think a will is all you need to pass your assets to your family. A living trust is a legal document that allows you to place your assets into a trust while you're still alive.

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The Motley Fool

JULY 22, 2024

This article is intended for educational purposes only and is not legal advice. In some cases, having legal oversight during the distribution process can be helpful because it ensures fairness and transparency. But a living trust is usually exempt from probate because of the legal ownership of assets within the trust.

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The Motley Fool

JULY 15, 2023

Insurance, retirement accounts, investments, assets, and wills can complicate the process. Gather financial accounts and legal documents First, you want to gather all your parents' financial accounts and relevant legal documents (if your parents are anything like mine, this is much easier said than done).

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The Motley Fool

FEBRUARY 2, 2024

A living trust is a legal arrangement where a trustor (whoever creates the trust) places assets -- whether money, investments, real estate, or whatever -- in a trust to be managed by a trustee for their chosen beneficiaries. There are lawyer fees, court costs, asset appraisal fees, and other costs involved in the process.

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The Motley Fool

SEPTEMBER 18, 2023

This article is intended for educational purposes only and is not legal advice. Just like you need to consult an expert here, do so over there. Consult a trusted tax and estate planner on those matters both here and in your new home before you sell assets and as you plan your estate. Same thing with inheritance taxes.

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The Motley Fool

OCTOBER 31, 2024

Image source: Getty Images If you're starting a small business, generally the first step is setting up the legal structure of your business. The main benefits of creating an LLC include: Liability protection: An LLC protects your personal assets by separating your business and personal assets. Still not sure?

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The Motley Fool

MARCH 31, 2024

This article is intended for educational purposes only and is not legal advice. Estate planning is a crucial aspect of financial management, the end game that ensures your assets are distributed according to your wishes. Common tasks can include financing the trust, revising beneficiary designations, and guaranteeing legal conformity.

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Private Equity Professional

APRIL 3, 2025

Limited partners in SCF II include both new and returning SCF I investors such as pension plans, insurance companies, family offices, and asset managers from the United States, Europe, Asia, and the Middle East. Linden used PJT Park Hill as the placement agent for SCF II and Kirkland & Ellis provided legal services.

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The Motley Fool

JULY 18, 2024

This article is intended for educational purposes only and is not legal advice. Another might involve coming up with a plan to pass your assets on to your heirs as smoothly as possible. That could result in it taking longer for your heirs to inherit the assets you're passing on. One of those might be buying life insurance.

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The Motley Fool

DECEMBER 23, 2023

This article is intended for educational purposes only and is not legal advice. If you're one of them, your assets could end up hung up in court and eventually distributed in ways that would never have been your desire. For guidance on your personal situation, please contact a lawyer. Trusts are also, unlike a will, private documents.

Legal 245

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The Motley Fool

AUGUST 19, 2024

This article is intended for educational purposes only and is not legal advice. You could avoid the probate process Probate is a court process in which the court determines if a will is valid and then supervises the distribution of the assets within the will. For guidance on your personal situation, please contact a lawyer.

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Education Consulting Consultants Legal 246

The Motley Fool

AUGUST 9, 2023

A trust is a fiduciary arrangement that allows a third party -- the trustee -- to hold assets on behalf of beneficiaries, and lays out how and when those assets are to be distributed. They also don't provide the same kind of protection against creditors that irrevocable trusts provide since you retain control of the assets.

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The Motley Fool

MAY 12, 2024

Here are some steps you can take in 2024 to get the ball rolling: Open an account : You can set up and manage a custodial Roth IRA for your child until they are legally allowed to control the account. Consult with a CPA or other tax professional to ensure you stick to the rules.

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The Motley Fool

FEBRUARY 19, 2025

For those that don't know him, Samir joined CareScout in the second half of 2023, bringing a wealth of experience from financial services and strategy consulting roles at Goldman Sachs, JPMorgan, and McKinsey. This included a $355 million benefit from legal settlements, which are now materially complete. Next, turning to Slide 14.

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Pension Pulse

NOVEMBER 18, 2024

LPs tapped the secondary market both to increase liquidity and to reallocate their private asset portfolios; we expect LP supply to further increase in H2 2024 as pricing continues to improve,” the report said. Founded in 1982, Investcorp manages $52 billion in assets, including assets managed by third-party managers.

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Private Equity Wire

MARCH 10, 2025

Buchler Phillips, a UK independent advisory boutique specialising in corporate recovery, turnaround, restructuring, and insolvency, has launched a new private equity investment arm, Bronzewood Capital (Bronzewood). They will be supported on investment execution and portfolio management by Investment Executive Oliver Southwell.

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Private Equity Insights

NOVEMBER 30, 2023

Going forward, Cellnex will continue to consolidate the results of its operations and manage the day-to-day business in consultation with Stonepeak. Nomura International Plc is serving as lead financial advisor, Guggenheim Securities is serving as financial advisor, and Herbert Smith Freehills LLP is serving as legal counsel to Stonepeak.

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Pension Pulse

DECEMBER 4, 2024

Mr. Poirier is the chief executive officer of NeuState Advisory, a firm he founded, and a former executive in the pensions division of asset manager State Street Corp. The Ontario Municipal Employees Retirement System is one of Canada’s largest pension managers, with net assets of C$133.6 billion ($95.2 billion) as of June.

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The Motley Fool

AUGUST 31, 2024

Asset protection What assets are you willing to lose? Chapter 7 sometimes involves liquidating some assets, while Chapter 13 allows you to keep most assets while repaying creditors at least a portion of what you owe. Chapter 7 offers significant relief, but is sometimes harder to qualify for.

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Private Equity Wire

APRIL 11, 2024

According to Bloomberg’s sources, the proposed measures, which are expected to be outlined in a consultation paper, would grant tax exemptions on interest income to special purpose vehicles involved in alternative investments. Specific enhancement proposals will be consulted upon in due course.

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Private Equity Insights

JUNE 18, 2024

The strategy also makes tactical allocations to areas of dislocation and has successfully participated in the dislocation in asset-backed opportunities. The Fund received strong support from a large US-based consultant and an Australian superannuation fund. 60% of its capital to 14 transactions across five countries in Western Europe.

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Private Equity Wire

MAY 28, 2024

Athwal advises hedge funds, private equity funds, asset managers, sponsors and family offices on the establishment, regulation, corporate governance and ongoing operation of Cayman Islands domiciled investment funds, as well as the establishment of venture capital and other funding structures based in Cayman.

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Private Equity Insights

JANUARY 12, 2024

A&M Capital Europe (AMCE), a London-based middle-market private equity firm with €650m of assets under management, has acquired a majority stake in GBUK Group, a global provider of specialist single-use medical devices, from H2 Equity Partners (H2EP). Source: Private Equity Wire Can’t stop reading?

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The Motley Fool

JULY 1, 2023

You consult your attorney on the matter. Together, you reach a solution: Declare bankruptcy, the legal process that helps individuals reorganize or eliminate debt. In a Chapter 7 bankruptcy, you are appointed a trustee that helps you sell your assets to repay your debt. Consider consulting with an attorney before filing.

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The Motley Fool

APRIL 15, 2024

Moreover, this market should reach $1 trillion in revenue by 2030, per top consulting firm McKinsey & Company. And while Nvidia's auto business is still relatively small, it has the potential for huge growth once driverless vehicles become legal across the United States and beyond. trillion 37.9% Finance, and YCharts.

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Private Equity Insights

MARCH 1, 2024

Philadelphia-based private equity firm Renovus Capital Partners has closed its first multi-asset $325m continuation fund (Renovus Continuation Fund), bringing its total capital across multiple investment vehicles to over $1.5bn. Jefferies served as financial advisor and DLA Piper served as legal counsel to Renovus.

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Private Equity Wire

APRIL 25, 2024

According to a press statement, Apiary’s new fund will continue to focus on the UK lower mid-market targeting asset-light businesses with defensive characteristics across fragmented markets in the business services, financial and technology services, healthcare and education sectors. Proskauer acted as legal counsel.

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Private Equity Insights

NOVEMBER 21, 2023

The structural underinvestment in critical minerals over the past decade has resulted in severely discounted valuations for excellent assets and created a massive need for capital investment, as countries transition to more sustainable energy sources,” said Brandon. Source: businesswire Can’t stop reading?

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The Motley Fool

SEPTEMBER 21, 2024

Investment vehicles designed specifically for charitable donations provide opportunities to contribute other financial assets, including securities and property, and might also provide you with certain benefits, such as tax deductions or regular income payments. Unlike CGAs, however, CRTs require you to set up a legal trust.

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Private Equity Insights

OCTOBER 4, 2023

“We’re proud to unveil Bluestone Equity Partners and our first growth equity fund, to capitalize, guide, and grow high-quality assets in the sports, media, and entertainment industry,” said Sharma. He also led the creation of the NBA’s first international league consulting business unit. No placement agent was used.

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Private Equity Insights

SEPTEMBER 13, 2023

In a deal expected to close by the end of the year, Avantax will be de-listed from the Nasdaq exchange and become a standalone business unit within the Cetera Wealth Management Group ecosystem, with Cetera retaining the company’s core technology, legal entities, product offerings and clearing and custody relationships.

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Private Equity Insights

OCTOBER 19, 2023

Fund VI secured limited partner commitments from a diversified global investor base of family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners.

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The Motley Fool

JULY 10, 2024

Decide on a legal structure There are several types of business structures, and the format you choose will depend on the state in which you operate, whether you have business partners, and the overall risk of your business. Finally, an LLC, or limited liability company, creates a separate legal entity for your business.

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The Motley Fool

JULY 27, 2023

Microsoft's system creates training datasets by taking synthetic data assets, such as 3D models and scenes, and altering the "intrinsic" and "extrinsic" parameters, or things like location, orientation and focal length when looking at the 3D scene. Photo via the U.S. Patent and Trademark Office.

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The Motley Fool

SEPTEMBER 5, 2023

Image source: Getty Images Trusts can help you safeguard your assets and distribute them effectively. They can also help you avoid tax hassles and legal battles. Are you looking to protect your assets from creditors? If you have valuable assets that need protection from creditors, an irrevocable trust may be the right choice.

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Private Equity Insights

NOVEMBER 6, 2023

Fund IV received strong support from both existing and new investors comprising a broad range of leading global institutions, including public and private pension funds, consultants, foundations, endowments, and family offices. Simpson Thacher & Bartlett LLP served as legal counsel to the Fund and Rubicon. Read more H.I.G

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