Wealth Strategies Journal

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New ETF Tracks the Billionaire Dream Team

Bloomberg reports on a new ETF that tracks investments of Billionaires, noting the following:

If you can’t beat ‘em, join ‘em.

That’s the philosophy behind the new Direxion iBillionaire Index ETF (IBLN). The exchange-traded fund tracks the stock holdings of some of the richest and most successful investors, such as

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Jackson Neverland Ranch Being Readied for Sale by Colony

Bloomberg reports that Michael Jackon’s Neverland Ranch is being readied for sale, noting:

For sale: California estate once home to the King of Pop, named for the island of the Lost Boys. Spacious Tudor-style mansion ideal for entertaining. Chimpanzee not included.

Neverland Ranch, the Los Olivos, California, property where the

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Swiss Banks Send U.S. Client Data Before Cascade of Accords

Bloomberg reports that Swiss banks will on the whole meet the deadline for delivering information on offshore accounts to the U.S., improving their chances of settling with the Justice Department this year.

Roiled by the demise of the country’s oldest bank, the lenders are helping U.S. prosecutors build cases against … Continue reading

The Fabulous Life Of Billionaire Mark Zuckerberg

Business Insider ran a photo essay yesterday showing “The Fabulous Life of Billionaire Mark Zuckerberg,” noting:

Earlier this week, Facebook crushed its second quarter earnings and its stock hit an all-time high — which really just means Mark Zuckerberg is one step closer to being the richest man in the world.

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The Stripping of the Trust: A Study in Legal Evolution by Adam S. Hofri-Winogradow

Adam S. Hofri-Winogradow has published his article, The Stripping of the Trust: A Study in Legal Evolution.  The abstract is as follows:

The law of trusts has spent the last twenty years rapidly shedding many traditional requirements, forms and restrictions which imposed liability on negligent trustees, protected vulnerable beneficiaries and

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Revisiting the Revolution: Reintegrating the Wealth Transmission System by Melanie B. Leslie, Stewart E. Sterk

Melanie B. Leslie and Stewart E. Sterk, both of Cardozo Law School, have published their article, Revisiting the Revolution: Reintegrating the Wealth Transmission System.  The abstract reads as follows:

Thirty years ago, John Langbein published The Nonprobate Revolution and the Future of Succession. The article celebrated testators’ newfound ability to

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Unconstitutional Perpetual Trusts by Steven J. Horowitz, Robert H. Sitkoff

Steven J. Horowitz, of Sidley Austin, and Robert H. Sitkoff, of Harvard Law School, have published their article, Unconstitutional Perpetual Trusts.  The abstract reads as follows:

Perpetual trusts are an established feature of today’s estate planning firmament. Yet little-noticed provisions in the constitutions of nine states, including five states that

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The Thursday Report – 7.31.14 – BP Paying and Nevis Trusts – Gassman Law Associates, PA – Gassman Law Associates, PA

Alan Gassman has published his weekly Thursday Report.  This weeks report includes the following items:

  • BP Opens the Spicket – Claims are Being Processed, Appeals are Proceeding and Payments are Being Issued and Received on BP Claims – Make Sure Your Claim is Right and Do Not Delay Filing or
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The Stored Communications Act and Digital Assets by David Horton

David Horton authored an article, The Stored Communications Act and Digital Assets.  The abstract reads as follows:

The story has become all too familiar. Someone dies, and her loved ones request the contents of her text, email, or social media accounts. Perhaps they wish to preserve this vibrant electronic slice

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Navigating a Post-Windsor World: The Promise and Limits of Marriage Equality by Nancy J. Knauer

Nancy J. Knauer has published an article, available for download, Navigating a Post-Windsor World:  The Promise and Limits of Marriage Equality.  The abstract reads as follows:

When the 2013 landmark decision in U.S. v. Windsor invalidated part of the Defense of Marriage Act (DOMA), it was hailed as a landmark

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