Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Court untangles investment income tax trap for trusts
By Robert Bloink, William H. ByrnesThe 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 17, 2014
Bypass trust tax problems: implications and solutionsChanges to the estate tax regulations have made much of the purpose for bypass trusts obsolete.
March 31, 2014
How to avoid the generation-skipping transfer taxThe Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
March 31, 2014
How to avoid the generation-skipping transfer taxThe Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
March 23, 2014
Prospects suffering from PTRSD?Your dream clients are likely suffering from PTRSD (Post-Traumatic Recessionary Stress Disorder). What they need is someone they can trust.
March 19, 2014
Guidelines to follow when considering a trust protectorMany trustholders would benefit by establishing a trust protector, but others are better off without one.
March 19, 2014
Guidelines to follow when considering a trust protectorMany trustholders would benefit by establishing a trust protector, but others are better off without one.
February 21, 2014
5 tips to break the ice with prospectsYour new client or prospect is staring you down. How do you break the ice? Here are five tips to build rapport and bring on the thaw.