Trusts

This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.

For clients who own investment properties, there are options that can make life easier.

The firm is still struggling to make sure investors can get their money out of its $69 billion crown jewel investment fund.

Allowing for "give" to cover future imponderables protects donors and beneficiaries alike, writes a trusts and estates attorney.

Independent financial advisors and wealth management firms are finding methods of collaborating more closely with professionals from other fields.

The billionaire investor claims Jenica Paulson knew all along about trusts she alleges he used to conceal assets.

Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.

A billionaire from post-Soviet Georgia and the giant Swiss bank are duking it out in Singapore over the failure of a trust company owned the financial institution to catch shady transactions.

The SECURE Act is unclear about whether some inherited retirement accounts have to be emptied out in 10 years or five.

Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.