Trusts

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.

Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.

A pair of lawmakers proposed a bill to end the abuse of grantor-retained annuity trusts to avoid taxes.

The imminent arrival of beneficial ownership information reporting raises questions about indirect control, such as through trusts.

Significant tax and legal issues may be triggered with some types of estate planning arrangements.

Property-tax map; zero due meaning; partners' pay differences; and other highlights from our favorite tax bloggers.

The Senate Finance Committee is questioning whether the sum from Leon Black amounted to gifts for which the private equity leader owes taxes.

Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.

The twins previously lived together in a castle in the Channel Islands known for its tax-haven status.

Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.

An interesting state survey; Bozo moments; the importance of portals; and other highlights from our favorite tax bloggers.

The billionaire facing the largest U.S. tax-evasion case against an individual slammed the Internal Revenue Service for emptying his wife’s bank account as it seeks to collect $1.45 billion from him.

The billionaire faces the largest U.S. tax-evasion case against an individual, and a 'jeopardy assessment' from the service.

Rich investors with sizable business losses are caught in pandemic tax hell amid IRS delays.

Harold Hamm executed one of the largest wealth transfers in U.S. history last week, handing each of his children a stake worth about $2.3 billion in Continental Resources Inc.

Gift tax returns and the wealth transfer strategies they reflect don’t face the same IRS logjams as individual returns.

Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.

There’s no telling where the vast fortunes hide on tree-softened Phillips Avenue in Sioux Falls.

Good luck getting in to see an estate planner if you don’t already have one. Cross your fingers if you do.