Special Needs Trusts: What You Need to Know
Key Takeaways Special Needs Trusts offer: Financial Security: Provide financial support without affecting government benefits. Flexibility: Include first-party and third-party […]
Trusts
Trusts
What is a Charitable Remainder Trust and How Are They Taxed?
Key Takeaways Charitable Remainder Trusts provide: Income and Tax Benefits: Offers an income source while enabling significant tax deductions. Asset
Estate Planning Tax Changes: What To Expect Under New Administration
Key Takeaways Estate planning tax changes anticipate: Exemption Reductions: Potential lowering of gift and estate tax exemptions. Capital Gains Adjustments:
Taxes, Trusts
Three Significant U.S. Trust Tax Cases, One Issue: Nexus Between a State and a Trust
Key Takeaways Trust taxation insights: Nexus Requirement: States must have a significant and existing nexus with a trust to tax
Nevada Dynasty Trusts: Asset Protection for Generations
4 Reasons to Consider Establishing Your Dynasty Trust in Nevada Choosing the right trust strategy to protect your assets is an important
COVID-19: Why Estate Planning is More Important Than Ever
A brief overview of the two most common estate planning strategies The current global health crisis has left many people
Deciding Between a Will and a Trust? The Distinctions You Need to Know
The Basics of Wills and Trusts and What You Need to Know About Probate We get a lot of questions
assest protection, Estate Planning, Trusts
Selecting a Successor Trustee: Is a Family Member Really the Best Option For You?
Should You Choose a Corporate Trustee or Appoint Someone You Know? When a family establishes a revocable trust, the grantor
Kaestner and Fielding: SCOTUS Implications Create Opportunities
Kaestner wins, Fielding Denied: What we can learn when analyzed together. On June 21, 2019, in North Carolina v. Kimberley Rice Kaestner
Kaestner v. North Carolina: the Most Significant Trust Case In Nearly a Century
SCOTUS Sides with Family Trust Over the State of North Carolina The United States Supreme Court ruled on June 21st,