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...

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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