Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Modified Endowment Contracts’ Role in Estate, Post-Retirement Planning
By Robert Bloink, William H. ByrnesDont dismiss modified endowment contracts (MECs), despite their tax consequences, for the role they can play in estate and post-retirement health care planning.
April 22, 2014
Tax Court Untangles NIIT Passive Activity Trap for TrustsA recent Tax Court decision paves the way for new trust planning techniques for dealing with the new 3.8% tax on investment-type income.
April 21, 2014
Court untangles investment income tax trap for trustsThe decision could prove to be just the break that trusts participating in business activities need to escape liability for the new tax on investment-type income.
April 21, 2014
Court untangles investment income tax trap for trustsThe decision could prove to be just the break that trusts participating in business activities need to escape liability for the new tax on investment-type income.
April 21, 2014
How to Tell if Your Client Trusts YouThere are several ways to determine if your client trusts you, including how they react to your advice and how they feel about referrals.
April 17, 2014
Bypass trust tax problems: implications and solutionsChanges to the estate tax regulations have made much of the purpose for bypass trusts obsolete.
April 17, 2014
Bypass trust tax problems: implications and solutionsChanges to the estate tax regulations have made much of the purpose for bypass trusts obsolete.
April 14, 2014
Supreme Court Ponders Changing the Rules on Nonspousal Inherited IRAsIn June, the justices are expected to rule on whether nonspousal inherited IRA funds can be exposed to creditor claims in bankruptcy proceedings.