Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
This Trust Shields Client Assets From Lawsuits, but Is It Worth It?
By Rob BurgessHigh-net-worth clients may find Cook Islands Trusts attractive, but there are high costs and domestic alternatives.
June 04, 2026
After OBBBA, Some Wealthy Clients Have Estate Planning RegretsClients who rushed to give assets to children may be having second thoughts.
May 12, 2026
New Bill Seeks to Curb Use of Trusts for Estate Tax DodgingThe Fair Trusts for Fiscal Responsibility Act taxes assets over $50 million in certain types of trusts.
April 24, 2026
Creditor Protection Trust Fails Under Court ScrutinyA recently decided case underscores the importance of understanding states' limitations around shielding assets.
April 15, 2026
Why Trusts Matter More Than You ThinkAsk not whether clients are "rich enough" for a trust, but whether they're prepared for the future they're building.
April 07, 2026
Heirs Beware: 42% Spend Inheritance Within a Year, Study FindsNet worth had retreated to pre-inheritance levels, or lower, at the 365-day mark.
February 12, 2026
Using Trusts to Minimize State-Level TaxesFor clients expecting large capital gains and other liquidity events, planning opportunities exist.
January 28, 2026
Northern Trust Hit With $35M Elder Fraud LawsuitThe lawsuit alleges that Northern Trust's former vice president stole millions from a $20 million legacy trust.