A deferred sales trust (DST) is an advanced tax strategy that allows investors to delay capital gains taxes on the sale of assets that have significantly risen in value, such as real estate or ...

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...

Example. A digital assets investor is concerned about asset protection and tax planning, so they set up an asset protection trust that can be used to later bridge into more comprehensive tax planning ...

Senior couple using laptop with their financial advisor during a meeting. For many families, trusts can be a useful vehicle for passing wealth to the next generation or generations. That’s not their ...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 1 is expected to generate $15.749 billion in added federal income taxes from our clients over the next decade by accelerating the ...

Many trust and estate attorneys recommend that people with children set up trusts for their children in their wills. A common approach is for the will-maker to structure their will such that the ...

Clients frequently establish trusts for tax, asset protection, privacy and estate-planning reasons. Over the last 20 years, however, trusts have gained enormous popularity due to the design of the ...

Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...

As an estate planning tool, the generation-skipping trust can offer investors some tax advantages and other perks. For the family that uses it, this can be a way to have the third generation inherit a ...