Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

Learn how qualified disability trusts offer tax exemptions for special needs planning. Discover eligibility criteria, benefits, and reporting requirements to save on taxes.

Dynasty trusts let you pass wealth through multiple generations in a tax-savvy way. Let's discuss how they work, the tax ...

Estate planning today often encompasses a series of goals, ranging from tax planning to asset management and asset control strategies. Many ultra-high-net-worth families seek asset or divorce ...

As trusts have become more prevalent in the past few decades, trust litigation has increased. Some settlors are trying to keep their trusts out of the courts by inserting an arbitration clause in the ...