Learn how trust funds work, their benefits, and the differences between revocable and irrevocable funds. Understand how they manage and protect assets for beneficiaries.

Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...

One of the most common questions clients ask is whether they need a trust. While they are usually seeking a “yes” or “no” answer, as with most legal questions, the correct answer usually is, “It ...

Trusts typically are a main component of an estate plan. But do you know how higher taxes can impact a trust’s overall effectiveness? Because the income thresholds for trusts are low, it’s worth your ...

Explore trust indentures, essential legal agreements in bond contracts that protect bondholders by defining bond terms, ...

Trusts are estate-planning tools, and like other estate-planning structures (like foundations or life insurance), a trust's structure will determine how assets are controlled, whether they're ...

When your client has a significant amount of assets or an estate of significant value, passing these on to their heirs without paying hefty taxes can pose a problem. A possible solution to this is to ...

Everyone has heard the terms “will” and “trust,” but not everyone knows the differences between the two. Wills and trusts are important tools of estate planning. Each has strengths and limitations.

In simplest terms, a trust is a set of rules that govern the ownership and use of assets. Generally, as long as a rule is lawful (i.e. not sexist or racist), that rule can be included in a trust.

Estate planning is a complicated matter for everyone. According to a YouGov study, 76% of Americans recognize how essential estate planning is, yet only 4 in 10 respondents have a plan in place. In ...