A Crummey Trust allows people to give gift-tax-free financial gifts to beneficiaries, retain some control over those gifts, and reduce their taxable estates, ...

Naming a trust as the beneficiary of the Roth IRA would have robbed Jackie of this opportunity if she was unable to apply for a PLR and get a favorable ruling.

Any resultant income and capital gains distributed to foreign resident beneficiaries – after the application of the “attribution rules” will always be taxed in the hands of the trust.

Woodbridge Liquidation Trust (the “Trust”) announced today that it anticipates that its 2019 trust grantor letters—documents required by trust benefic ...

A testamentary trust is a legal entity that manages the assets of a deceased person in accordance with instructions in the person's will.

When you establish a trust, you'll need to name a trustee to manage assets and one or more beneficiaries who can receive them. Can a trustee remove a beneficiary from a trust?

The listening session by the trust management will be a good first step to improving rights for trust beneficiaries.

Home Kiplinger Advisor Collective Strengthen Your Family's Legacy Protection With a Beneficiary Controlled Trust Few trusts provide this level of multigenerational asset protection.

Beneficiary owes other beneficiaries no fiduciary duties absent beneficiary’s participation in a breach of trust, and vice versa. §5.6 Handbook.

In addition, the 2016 Trust Beneficiary Information for U.S. Federal and State Income Tax Purposes Letter and 2016 Trust Beneficiary Tax Worksheet for U.S. Federal Income Tax Purposes for ...

When you establish a trust, you'll need to name a trustee to manage assets and one or more beneficiaries who can receive them. Can a trustee remove a beneficiary from a trust?