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Trust officer: Role, responsibilities and when you may need one

A trust can be a powerful way to protect your assets while providing for the people you care about. However, creating the ...
The Tax Adviser

Trust distributions in kind and the Sec. 643(e)(3) election

This article explores the strategic use of this election, highlighting its potential to optimize tax outcomes for both trusts ...
Wall Street Journal

What Is a Family Trust, and How Does It Work?

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...