They can use the surviving spouse’s otherwise unused estate tax exclusion and cause credit shelter trust assets to receive stepped-up basis.
Legal editor Anna Sulkin discusses this month's cover.
Three scenarios in which financial advisors might be the biggest winners if open MEPs become law.
Editor in Chief Susan R. Lipp discusses this month's issue.
Retirement plan advisors expect to increase their reliance on TDFs in the coming years.
Are they considered trust property?
