Knowledge Base

A Disruption in Trust Taxation Kaestner & Paula Cases Reviewed

Presentations, Webinars - 1 hr 13 min

Taxpayers in high tax states (e.g. California, New Jersey, Illinois, Oregon) want to take advantage of zero tax states (e.g. Alaska and Nevada). Shifting income recognition...

Estate planning for blended families

Webinars - 60 min

Planning for Blended and Stepfamilies

This webinar discusses estate planning for clients who have blended or stepfamilies. Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate ...

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Articles - 15 min

Trust Jurisdiction Comparison Guide

Alaska, Nevada, and Delaware share many of the same benefits for the creation and administration of modern trusts. The choice of one over the other comes down to what specifically a grantor is trying to accompl...

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Articles - 15 min

Leading States For Trusts

Alaska, Nevada, and Delaware all share many of the same benefits for the creation and administration of modern trusts. All three state allow for directed trusts, dynasty or perpetual trusts, self-settled asset ...

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