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

Articles - 15 min

Avoiding the Adverse Effects of Huber

A recent U.S. Bankruptcy Court decision, 111 re Huber,' held that an Alaska self-settled trust essentially was invalid with respect to claims of the settlor's creditors in bankruptcy. The case doesn't appear to...

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