Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Tax Court Untangles NIIT Passive Activity Trap for Trusts
By Robert Bloink, William H. ByrnesA recent Tax Court decision paves the way for new trust planning techniques for dealing with the new 3.8% tax on investment-type income.
April 21, 2014
How to Tell if Your Client Trusts YouThere are several ways to determine if your client trusts you, including how they react to your advice and how they feel about referrals.
April 17, 2014
Bypass trust tax problems: implications and solutionsChanges to the estate tax regulations have made much of the purpose for bypass trusts obsolete.
April 17, 2014
Bypass trust tax problems: implications and solutionsChanges to the estate tax regulations have made much of the purpose for bypass trusts obsolete.
March 31, 2014
How to avoid the generation-skipping transfer taxThe Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
March 31, 2014
How to avoid the generation-skipping transfer taxThe Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
March 23, 2014
Prospects suffering from PTRSD?Your dream clients are likely suffering from PTRSD (Post-Traumatic Recessionary Stress Disorder). What they need is someone they can trust.
March 19, 2014
Guidelines to follow when considering a trust protectorMany trustholders would benefit by establishing a trust protector, but others are better off without one.