Although the politically driven urgency around tax planning has subsided, it’s still a valuable time to revisit your client’s plan.
Accountings provide valuable transparency as to a fiduciary's management of key assets.
The Houston billionaire is accused of using a slew of trusts and limited liability companies to shelter assets from his wife.
A panel of tax experts discuss how clients should prepare for a Democrat's winning the White House in the upcoming election.
Entrepreneurs plan to build strongrooms in the Bruenig massif.
Asset protection isn't just for wealthy clients, particularly in a post-COVID-19 world.
Planning for GST tax on nonexempt trusts.
New Illinois trust code requires notices to remainder beneficiaries.
Even discretionary beneficiaries may be subject to tax on distributions.