Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Guidelines to follow when considering a trust protector
By Tom NawrockiMany trustholders would benefit by establishing a trust protector, but others are better off without one.
November 14, 2013
4 specialty trusts your clients might needDo your clients want more control over how heirs spend their money? These solutions can help.
November 14, 2013
4 specialty trusts your clients might needDo your clients want more control over how heirs spend their money? These solutions can help.
November 13, 2013
A month after the shutdown, Republicans are more trusted to govern than ObamaShutting down the government might be less damaging to your career than reforming health care.
November 12, 2013
Democrats, Republicans join to fix trust glitchCurrent law bars people with disabilities from setting up their own special needs trusts.
November 06, 2013
The weak linkIs the day coming when corporations wont be able to use trusts to shield themselves from taxes?
November 06, 2013
Can a Twitter Freeze Slash Your Client’s Tax Bill?Although it might seem that your clients have little in common with Twitters executives, the companys IPO documents suggest otherwise.