Forbes contributors publish independent expert analyses and insights. I help families thrive. After the Mattie K. Carter case, the IRS issued three technical advice memorandums (“TAMs”), which ...

SpringfieldWhen it comes to choosing a Trustee. Is that difficult? It depends. In Trusts that are designed for estate tax savings, in order to gain the tax benefits you must chose an independent ...

Clients who want their beneficiaries to avoid probate often place assets in trust. Many CPAs are reluctant to take on being a trustee, which is a time-consuming responsibility. An alternative is to be ...

In In re Macy Lynne Quintanilla Trust, a settlor created three trusts for his children in 2014. No. 04-17-00753-CV2018 Tex. App. LEXIS 8223 (Tex. App.—San Antonio October 10, 2018, no pet. history).

Probate in California is costly, time-consuming and public. As a result, living trusts are an increasingly popular tool to avoid probate and maintain privacy. However, following the death of a trustor ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...

Guernsey has long been recognised as a stable, sophisticated and adaptable jurisdiction for trust structuring. Its trusts ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Living trusts provide exceptional flexibilty and control in estate planning. Some trusts can help minimize tax liability, but not every trust offers those benefits. Those features need to be weighed ...

In Private Letter Ruling 201507008 (released Feb. 13, 2015), the Internal Revenue Service addressed whether: 1) a trustor’s contribution to an irrevocable trust was a completed gift subject to federal ...

This document spells out who holds the legal title to a home Written By Written by Contributor, Buy Side Kim Porter is contributor to Buy Side from WSK and expert on mortgages, student loans and debt ...