Background When a benefactor, say a parent, loans an heir, say a child, funds, historically that transfer would have generally been desirable to treat as a loan. If the […]
This is the third and final article in a series intended to help trustees identify many of the steps to be taken and documents they might consider retaining as part […]
This is the second article in a series of three articles intended to help trustees identify steps to be taken, and documents they might consider retaining, as part of the […]
Trusts are ubiquitous in estate, tax, financial and asset protection planning. Everyone tends to be pretty focused on the decision process involved in creating a trust. However, clients and advisors […]