One might see references to a trust in publications or on television. This begs the question “What is a trust?” Merriam-Webster defines a trust as “property interest held by one person for the benefit ...

When it comes to safeguarding your assets and ensuring a smooth transfer of wealth, the decision between creating a trust or ...

These days, it’s not unusual for a client to use a trust instead of a will for their estate planning. Trusts offer a range of benefits, including asset protection, privacy, and efficient distribution ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

A recent Chief Counsel Memorandum (CCM) issued by the Internal Revenue Service may have a chilling effect on modifications to all types of irrevocable trusts. CCM 202352018 addressed the gift tax ...