The merged operation will be run by someone yet to be named who will report to Jon Weiss, head of wealth and investment management, according to an internal memo.
Louis S. Harrison, Kim Kamin and Martin M. Shenkman
The Tax Cuts and Jobs Act dramatically changed trust planning. But many of those provisions sunset, and it’s possible that a new administration may yet again change the rules.
Replacing the favor, though in limited supply, will be the FAVR—or supplanting them, or perhaps simply better enabling them—among the young and digitally savvy, it is hoped.
