Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Earning Your Clients' Trust: Simple but Not Immediate
By Mike PattonCaring for your clients can build trust over time, but you can build your business by being trustworthy.
June 21, 2016
The rules for revoking an irrevocable trustMany states let clients terminate a trust and transfer its assets to another trust, also known as decanting."
June 21, 2016
The rules for revoking an irrevocable trustMany states let clients terminate a trust and transfer its assets to another trust, also known as decanting."
May 24, 2016
9 reasons why clients might want to set up a trust in NevadaNevada has no state or corporate income tax, so income generated by a trust would never be taxed at the state level.
May 10, 2016
Eye on testamentary trusts: 7 benefits for clientsThe benefits of a testamentary trust may outweigh one notable drawback among clients for whom probate is a long way off.
February 16, 2016
Combine ILITs with IRA trusts to maximize inherited IRA benefitsCombining two trust vehicles can provide the compromise solution that clients are seeking when attempting to split the benefit of inherited IRA assets between generations.
February 16, 2016
Combine ILITs with IRA trusts to maximize inherited IRA benefitsCombining two trust vehicles can provide the compromise solution that clients are seeking when attempting to split the benefit of inherited IRA assets between generations.
February 16, 2016
Republicans shift attacks from Obama to each other over ScaliaCruz is running an ad questioning the kind of justice Trump might pick.