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...

Peak Trust

Videos - 77 min

Steve Oshins- Decanting and DAPTs

Decanting can be a great way to add flexibility to irrevocable trusts. Beyond correcting scrivener’s errors, resolving ambiguities, or clarifying trust language, decanting allows trustees to change some provi...

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Peak Trust

Articles - 15 min

Supercharged Credit Shelter Trust

Many married individuals adopt an estate plan designed to avoid estate tax on the death of the first spouse to die while taking maximum advantage of the so-called unified credit (also known as the applicable ex...

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