Trusts are vehicles that can assist in the preservation of wealth and property for future generations, protect assets, or carry out a charitable purpose. A trust is an entity created and governed ...

Learn how qualified disability trusts offer tax exemptions for special needs planning. Discover eligibility criteria, benefits, and reporting requirements to save on taxes.

Family Offices that serve high-net-worth individuals have been in recent global headlines as governments target them in an effort to tax corporate and individual gains. In December 2021, the Biden ...

In simplest terms, a trust is a set of rules that govern the ownership and use of assets. Generally, as long as a rule is lawful (i.e. not sexist or racist), that rule can be included in a trust.

Atrust can be a useful tool in managing your assets while you are alive and after your death. There are numerous different types of trusts that are used to accomplish different goals, such as avoiding ...

News that Patagonia’s ownership was transferred into a perpetual purpose trust has sparked so much conversation that it even trended on Twitter. But misinformation spread along with it. Next City ...

Understanding the HEMS Standard in Trusts This ascertainable standard is frequently used by estate planners to determine how and when a trustee may make distributions, allow a beneficiary the ...

Delaware Statutory Trusts (DSTs) offer a smart avenue for real estate investors navigating the complexities of a 1031 Exchange. When the IRS issued Revenue Ruling 2004-86(1), it allowed a properly ...

A unit trust is an investment, usually good for beginning investors, that is similar to, but not the same as a mutual fund. Unit trusts pass profits directly to investors instead of reinvesting them ...