Did You Say a CLAT?
Interesting insights from the estate plan of Jackie Kennedy Onassis.
Spending Limits
“Spendthrift trusts” can save irresponsible beneficiaries from themselves.
Window of Opportunity
Charitable donors take note: avoid the “floor” on charitable income tax deductions that applies under the new tax law by funding your giving this calendar year.
A Touch More SALT
The new tax law opens up the possibility of expanding use of the SALT deduction with the use of trusts. Learn more here.
QSBS Expands under OBBBA
Entrepreneurs Take Note.