Splitting The Difference Structuring And Restructuring Interests In Trusts,” by Diana S.C. Zeydel. Modern irrevocable trusts ...

The new Secure Act was designed to expand retirement savers’ options. But in the process, it also obliterates IRA trust planning. So it’s on the advisor to contact every client who has named a trust ...

Until recently, there was a fair amount of comfort amongst practitioners that, when structured correctly, utilizing a tax reimbursement clause for a grantor trust did not produce any negative U.S.

Trusts are surging in popularity as a way to avoid inheritance tax, according to new government figures and financial ...

While originally intended essentially to punish settlors who tried to evade income taxes by transferring assets to trusts, grantor trust planning has become an essential tool in estate planning. With ...