Trusts

The family claims that the holdings in their trusts were overly concentrated in the shares of the once prominent publicly listed company that that went bankrupt in 2015.

There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.

High-net-worth clients can be baffled by a number of trust vehicles that minimize the tax liability on IRAs. Here’s how advisers can guide them.

A unique structure that allows a client some income tax benefits, while also excluding trust assets from an estate.

Property can be a savvy investment — and offer significant advantages. But advisers have to know where to look.

Sure, these trusts are intended to shelter a beneficiary, but a non-grantor one presents numerous tax-liability issues.

Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.

The IRS has proposed regulations that could reduce or eliminate valuation discounts for the wealthy by the end of the year.

There’s one goof every adviser should take extra precautions to avoid: being careless about those IRA beneficiary forms.

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.