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.

The opinion may serve as a helpful guide for valuing the right of publicity and copyrights for tax purposes.

Siblings' agreement ran afoul of the spendthrift protections of their father's trust.

Kestra is looking for better ways to prevent trust assets from going out the door, with the help of its in-house trust company, Arden.

How can a trust be used to improve the beneficiary’s life?

Ensure that probate orders remain enforceable in perpetuity.

Offering a client the ability to more actively guide decisions regarding their estate planning may attract their attention and keep them involved in the process.

This unsettled environment will reward sophisticated, flexible and proactive estate planning.