Can I limit distributions if estate law changes reduce tax exposure?
The question of whether you can limit distributions from a trust to take advantage of changing estate tax laws is …
The question of whether you can limit distributions from a trust to take advantage of changing estate tax laws is …
The question of controlling access to trust records is a cornerstone of effective estate planning, and a frequent concern for …
The modern estate plan extends far beyond tangible assets like real estate and investments; it now encompasses a significant amount …
The question of whether you can leave separate instructions for each type of asset you own is a common one …
The question of whether one can leave instructions for the future sale of intellectual property (IP) is a complex one, …
The question of maintaining secrecy regarding a trust and its beneficiaries is a common one for those establishing estate plans, …
The question of directing trustees to favor dividend income over capital growth is a common one in estate planning, particularly …
The question of whether you can – and *should* – include performance benchmarks for trust investments is crucial for any …
The question of incorporating business partners into your estate plan is a common one, particularly for those who have built …
The question of incorporating management fees for specific advisors within trust terms is a common one for those establishing trusts …