Trust companies perform a wide range of services related to investment and asset management. Learn why to use a trust company ...
Both taxes apply to trusts and estates with income in excess of $11,950 in 2013, in contrast to much higher thresholds for individuals. This new tax regime necessitates drafting wills and trusts to ...
One of the most effective ways to protect HNW estates is through the use of different types of trusts, which are legal entities that hold assets for the benefit of designated beneficiaries.
Editor’s note: This is part three of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially ...
But the appreciated assets in the trust aren't subject to estate taxes. There are many more complicated types of trusts, too, that apply to specific situations. Some include: Credit shelter trusts ...
Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, and careful estate planning. How do I set up a trust fund? To set up a trust, you first need to ...
The estate tax exemption amount gets a lot of press, but that isn’t the tax provision most folks need to be aware of in ...
One tool that households can use to try to minimize their estate tax liability is the trust. However, it’s important to ...
Editor’s note: This is part one of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax ...
After law school, Adam and spent two years clerking for a U.S. District Co... Karen Davakis is a trusts and estates attorney with over ten years of experience in the industry. She specializes in ...
Opinions expressed by Forbes Contributors are their own. Matthew F. Erskine is a trusts and estates attorney. The Corporate Transparency Act (CTA) was established to tackle issues such as money ...
The IRS issued the annual inflation adjustments for 2016 for more than 50 tax provisions as well as the 2016 tax rate tables for individuals and estates and trusts. Proposed regulations under Sec.