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
Tax Court Untangles NIIT Passive Activity Trap for Trusts
By Robert Bloink, William H. ByrnesA 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
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.
April 08, 2014
Planner’s dilemma: the housing crisis and loss of net worthThe percentage of families owning homes has fallen to 65.1 percent in 2013 from a peak of 69.0 percent in 2004.
April 08, 2014
Planner’s dilemma: the housing crisis and loss of net worthThe percentage of families owning homes has fallen to 65.1 percent in 2013 from a peak of 69.0 percent in 2004.
April 04, 2014
More Money, More (Tax) Problems: How HNWs Can Reduce Their Tax BillsEstate planning attorney Scott Squillace talks to ThinkAdvisor about how HNW clients can minimize taxes through charitable giving, loss harvesting and other strategies.