Trustee selection for a beneficiary with special needs presents unique challenges. The decision includes practical ...

This year, trusts may find themselves ... principle is effectively to tax that distribution (income or capital gain) to the non-South African beneficiary in the hands of the South African Trust.

Understanding Crummey Trusts After setting up a Crummey Trust, the grantor deposits assets into it. At that point, beneficiaries are informed of the contribution by a Crummey letter (or notice).

Learn about ABLE accounts, Special Needs Trusts (SNTs), government benefits (SSI, Medicaid), and other essential tools for your child's future.

This guide provides essential strategies and legal insights to help you secure your estate during legal uncertainty.

In some cases, they can even be used to pay for long-term care without the usual taxes on distributions ... Here are some key tax wrinkles regarding annuities: Your original investment ...

I started a modest software company 27 years ago and it has become fairly successful. My wife and I have benefitted accordingly and our combined earnings and annual dividends amount to £6 to 8million.

Two years into his role as CEO of Independent Governance Group (IGG), indie rock-loving Mancunian Andrew Bradshaw has a ...

beneficiaries, and controlling persons (i.e., persons who have the ability, through the terms of the trust or a related agreement, to exert influence over trustee decisions regarding the appointment ...

How can you be sure a trust will be managed properly, without causing a headache for the beneficiaries? The key is choosing ...

In a groundbreaking decision that could reshape the landscape of California estate law, the Court of Appeal in the Second District Division Four ...