Trusts

To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic as possible.

IDGT’s are particularly useful estate planning tools in a low-interest-rate environment.

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

The guidance says some deductions of estates and non-grantor trusts are not considered to be miscellaneous itemized deductions.

The Internal Revenue Service is giving holders of foreign retirement trusts an exemption from some of the information reporting requirements, along with the abatement of penalties.

The super-wealthy can deploy sophisticated strategies to pass on billions of dollars to their descendants tax-free.

Here are some of the most commonly used vehicles for tax-advantaged giving your clients can deploy all year round.

A look at the taxation of trusts and the Supreme Court’s recent ruling.

The Supreme Court decision in Kaestner harkens back to Quill.

In the short term, the judge and the government need a full accounting of Epstein’s wealth as part of the bail determination.