Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Trust & Will Forms Fiduciary Trust Company
By Melanie WaddellThe unit handles administration, distributions, taxes and recordkeeping while advisors keep managing the investments.
October 01, 2026
How Trust Planning Can Address Long-Term CareIf a client needs Medicaid to pay for a nursing home, the right type of trust can preserve assets for heirs.
August 26, 2026
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This Trust Shields Client Assets From Lawsuits, but Is It Worth It?High-net-worth clients may find Cook Islands Trusts attractive, but there are high costs and domestic alternatives.
August 18, 2026
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How One Advisor Fixed a Special-Needs Estate PlanJeffrey Llewellyn helped his clients ensure their autistic daughter would be supported for life without losing her government benefits.
June 22, 2026
Why 'Move to Florida' Is Not a State Tax PlanAdvisors need to help wealthy families understand that state tax residency is more than a question of personal address.
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.