There are lots of well-paying trust management jobs, but companies are increasingly having trouble filling them. A new donation to the University of Delaware’s Alfred Lerner College of Business and ...

Establishing a Crummey trust is something you might consider if you’d like to leave assets to your heirs while avoiding gift taxes. One unique provision of this type of trust is the Crummey power, ...

Gifts of qualified small business stock (QSBS) to trusts may provide additional tax savings by increasing the amount of the gain subject to exclusion. The classification of the trust for federal U.S.

This program will cover in depth the recent significant New York tax law changes affecting estate planning and trusts, and will include a panel discussion addressing how practitioners are advising ...

Transformational multi-year commitment will enable Invest in Others to provide increased financial support to address the critical needs of nonprofits and the communities they serve nationwide The ...

Because the trust maker would owe $0 in estate tax but more than $3.3 million in capital gains taxes, it would be a costly mistake for the trust maker to set up a completed gift irrevocable trust in ...