Used properly, a discretionary (family) trust can save you tens of thousands of dollars in tax each year. This happens when ...

On June 21, the U.S. Supreme Court issued a unanimous decision in North Carolina Department of Revenue v. Kimberley Rice Kaestner 1992 Family Trust (Kaestner), holding that a trust is not subject to ...

A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries. The trustee who oversees the trust can use their discretion in determining when and how trust ...

The new Secure Act was designed to expand retirement savers’ options. But in the process, it also obliterates IRA trust planning. So it’s on the advisor to contact every client who has named a trust ...