Videos - 15 min
Power of annual gifts Failure to comply with terms Tax consequences ..."Read More"
Nevada is one of the few states, that has a statute that allows the creation of a self-settled spendthrift trust to protect one's assets from creditors. As a practitioner in this state, I may be biased in sayin..."Read More"
A trust is a "grantor trust" for income purposes to the extent that under the rules articulated in subpart E (section 671 through 679) of part 1 of subchapter J and chapter 1 of the Internal Revenue Code of 198..."Read More"
This episode focuses on the fundamentals of Irrevocable Life Insurance Trusts (ILITs). We spoke with trust expert, Janet Tempel, Senior Trust Officer at Peak Trust Company to cover: What is an Irrevocable Life ..."Read More"
Gather a potpourri of practical planning ideas for clients of all wealth strata, practical practice pointers and more for estate planning practitioners. Topics will range from technical planning tips (e.g. the ..."Read More"