Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Estate planning is not succession planning
By Staff WriterEstate planning consists in part of deciding how property should be distributed at death. Succession planning focuses on decisions about the form of ownership and the organization and operation of the business, including the eventual transfer of the
January 31, 2008
Estate planning is not succession planningEstate planning consists in part of deciding how property should be distributed at death. Succession planning focuses on decisions about the form of ownership and the organization and operation of the business, including the eventual transfer of the
January 20, 2008
High Court Rules On Trust CostsThe U.S. Supreme Court last week handed down a unanimous decision limiting the ability of trusts to deduct investment expenses.The decision in the case, Knight, ...
January 20, 2008
High Court Rules On Trust CostsThe U.S. Supreme Court last week handed down a unanimous decision limiting the ability of trusts to deduct investment expenses.The decision in the case, Knight, ...
January 16, 2008
High Court Rejects Full Deduction Of Trust Investment CostsThe U.S. Supreme Court today handed down a unanimous decision limiting the ability of trusts to deduct investment expenses.The decision in the case, Knight, Trustee ...
January 16, 2008
High Court Rejects Full Deduction Of Trust Investment CostsThe U.S. Supreme Court today handed down a unanimous decision limiting the ability of trusts to deduct investment expenses.The decision in the case, Knight, Trustee ...
January 13, 2008
How Flexible Can You Be?In the estate planner's tool chest of legal devices, perhaps none is more handy than the trust protector: A person or corporation who, depending on the terms of the trust...
January 12, 2008
How Flexible Can You Be?In the estate planner's tool chest of legal devices, perhaps none is more handy than the trust protector: A person or corporation who, depending on the terms of the trust...