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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 dynasty trust, estate planning, estate tax, inheritance tax, trustee | 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 accounting, estate planning, fiduciary, llc, partnership, sub-s corp, trust beneficiary, trustee, uniform principal and income act | Leave a comment
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