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.

Oregon Supreme Court deems out-of-State QTIP trust part of surviving spouse’s estate.

They can now last up to 300 years.

The increasing pressure of having to take care of the oldest and youngest.

Failure to report foreign trust distribution results in double penalty.

Courts have ruled funding pooled special needs trusts after age 65 is not an uncompensated transfer.

IRS says it’s taxed as annuity, not ordinary income, in a recent PLR.

A deep dive into the recently released tax court opinion on the King of Pop’s assets.