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.

Owner of foreign trust deemed not subject to fine for beneficiary.

Good advisors smartly allocate investment fees, not just assets. Here’s a yardstick that can help.

A dynasty trust can serve as one of the most powerful weapons in your financial planning arsenal.

The court found that the governing instrument required consent of both trustees.

Look for residence in a state with low income tax.

Dynasty trusts and SLATs look to be ascendant.