Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee.
Modern directed trusts are one of the best vehicles to provide intergenerational wealth preservation and flexibility.
Avoiding requisite reporting can cost clients dearly.
Explain the consequences of suggested transactions to clients when giving high-level estate-planning advice.
Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference.
An unwelcome tax surprise may await business sellers and non-grantor trusts.
Oregon Supreme Court deems out-of-State QTIP trust part of surviving spouse’s estate.
