Income tax savings are only a fraction of the benefits

Issues to consider when drafting a trust

Consider some often overlooked practical and technical aspects

When are bills for legal advice protected from discovery?

A three-step process to get donors to act

Webber v. Commissioner highlights how courts will apply this doctrine to private placement life insurance

Why ongoing trust administration is critical

Improving the human consequences

Clients frequently establish trusts for tax, asset protection, privacy and estate-planning reasons. Over the last 20 years, however, trusts have gained enormous popularity due to the design of the modern trust, which promotes administrative...

My 2015 columns illuminated the financial planning capabilities of charitable life income gifts. Charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) can improve the cash flow of the philanthropically minded client as part of a...