Knowledge Base

Trust Jurisdiction Comparison Guide

Articles - 15 min

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 ...

Articles - 15 min

Charitable Remainder Trusts & IRAs

A Strategy for Taxation of Retirement Assets after Loss of “Stretch” By Matthew D. Blattmachr, CFP® Jonathan G. Blattmachr, JD, LLM, & Amber Gunn, CTFA In some cases, it is beneficial for distributions...

"Read More"

Articles - 15 min

What Is a Life Insurance Trust?

By Amber Gunn, CTFA and Mariam Hall As the name suggests, a life insurance trust is a trust designed to own life insurance. This type of trust will most often be irrevocable. An irrevocable life insurance trust...

"Read More"

Articles - 15 min

Nevada Directed Trusts

Directed trusts are a relatively modern estate planning tool that allow for the separation of investment management and trustee duties. With a directed trust, the trustee has limited responsibilities, and the g...

"Read More"