-
Recent Posts
Archives
Categories
-
Join 297 other subscribers
Monthly Archives: July 2011
Dynasty Trusts Let U.S. Wealthy Duck Estate, Gift Taxes Forever
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!
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