Monthly Archives: July 2011

Dynasty Trusts Let U.S. Wealthy Duck Estate, Gift Taxes Forever

Posted on July 28, 2011 by Steve Masterson

Courtesy of Bloomberg: http://www.bloomberg.com/news/2011-07-28/dynasty-trusts-let-u-s-wealthy-duck-estate-gift-taxes-forever.html

Posted in Estate Planning, Estate Tax | Tagged , , , , | Leave a comment

Correct Trust Principal and Income Accounting is Critical!

Posted on July 28, 2011 by Steve Masterson

Not too long ago, I was called to help out the remainder beneficiaries of a Trust. These beneficiaries were siblings and their dad had passed away. Before he died, Dad had been an income beneficiary of a separate Trust for … Continue reading →

Posted in Duties of Trustee, Trust Administration, trust beneficiary, trustee | Tagged , , , , , , , , | Leave a comment