Editor’s note: This is part seven of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for ...
Here we go again .... yet another tax scheme. I have previously written about the resurgence of scam trusts in my August 2021 article on Forbes, “The Complex Trust Is Simply The Criminal Tax Evasion ...
Despite the Rule Against Perpetuities (which basically says a trust can’t go on forever) being repealed in many states, most trusts, as a practical matter, don’t go on forever. In an ideal scenario, ...
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The Arkansas Uniform Fiduciary Income and Principal Act (the “Act”) became effective on January 1, 2022. Arkansas is one (1) of five (5) states, including Colorado, Kansas, Utah, and Washington, that ...
For this, my final Morningstar column, I’m tackling a topic not covered in any of the 244 previous columns: fiduciary income taxes. What must financial advisors, estate planners, and trust ...
Lisa S. Presser, left, and Brian M. Balduzzi, right, of Faegre Drinker Biddle & Reath. Courtesy photos The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the ...
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