While several states have statutory schemes that allow private family trust companies, ... I help you pay less tax . . . legally . . . in full view of the IRS. Nov 10, 2015, 09:06am EST Nov 10, ...

Friendly regulatory environments in favorable tax/trust jurisdictions, combined with lower costs and higher efficiencies, have allowed families with “reasonable” wealth can enjoy the same ...

While decanting an irrevocable trust can be a procedurally intricate process unto itself, the practitioner should also be weary of the multivarious tax recognition events, which can include income ...

While many states allow for the formation of PTCs, certain states have more favorable trust laws, taxation rates, and business-friendly environments. Some of the more popular states are Delaware ...

The Internal Revenue Service (IRS) recently issued Private Letter Ruling (PLR) 202504006, addressing several important estate and gift tax questions related to the division of a marital trust and ...

A generation-skipping transfer tax was enacted in 1986 to avoid the use of a favorite tool of estate planners: trusts that could last for several generations, during which time trust assets would be ...

Death and taxes may be certainties of life, but how much tax your family pays upon your death is still within your control to a certain degree. The federal estate tax exemption under current law ...