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Beware of Terminating a QTIP Trust Prematurely

Jan 28, 2025

Planning with QTIP (marital) trusts presents many transfer tax issues that must be properly vetted in light of these two recent tax court cases.

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The Murdoch Trust Drama Plays Out In Court

Jan 2, 2025

Turns out irrevocable really means irrevocable.

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A Present Day Game of Thrones

Aug 13, 2024

The fight for control of the Murdoch media empire plays out over attempts to alter a Nevada irrevocable trust.

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A Boost for Trust Bank Accounts

Aug 6, 2024

Recently effective, new regulations extend FDIC insurance coverage for trust bank accounts.

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Is a “House Trust” Right for You?

May 7, 2024

What is a QPRT? And why is it getting more attention in the estate planning arena lately?

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“Intentionally What???”

Feb 6, 2024

Intentionally Defective Grantor Trusts (IDGTs) have been a favored estate planning strategy for years. This article helps explain why.

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