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

Trusts: Not Just for the Wealthy

Many people associate trusts with the very wealthy, because they are often used in the media and pop-culture in the context of two other words: “fund” and “baby”. The reality is that a trust is a helpfu...

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Peak Trust

Articles - 15 min

Real Estate Tax Deduction

Many deductions allowed to an individual for federal income tax purposes for certain expenses or costs incurred have been permanently eliminated, or suspended or limited until 2026 by the 2017 Tax Act(“Act”...

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Peak Trust

Articles - 15 min

Reasons to Decant a Trust

Joe is a married 55-year-old surgeon with three adolescent children. He has accumulated substantial assets in addition to his high annual income. Joe would like an estate plan that provides for his family and f...

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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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