Planning Considerations for the Post-Nuclear Family

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Overview


Bobbi Bierhals was co-author of this bylined article on how evolving social norms and new technological advances in the past 40 years have challenged traditional notions of family. For ultra-high net worth families, “these changing definitions of family can impact: (1) family governance, (2) how services are provided, (3) how existing trusts are to be interpreted, and (4) how new estate-planning instruments should be drafted,” the authors wrote, adding, “These issues go to the very core of what it means to be a family.”