By Ariel G. Siner , Denise E. Chambliss , Clare Capaccioli Velasquez , Daniel G. Brown , Dennis S. Zell | 05.3.2023 | Estates and Trusts
Trust & Estate Update 2023 Q2 by Hoge Fenton
Tag: Estates and Trusts Resources
By Daniel G. Brown | 04.21.2023 | Estates and Trusts
I. Introduction Over the last few years, the tax concerns of married couples have pivoted from estate tax avoidance to income tax avoidance. Complicated and administratively burdensome trust designs are no longer necessary for the positive trade-off of estate tax […]
By Ariel G. Siner | 03.21.2023 | Estates and Trusts
The goal of every single estate planning client can be boiled down to one thing: using assets to leave a legacy and to provide benefits to the people whom the client cares about after the client is gone. We often […]
By Dennis S. Zell | 01.30.2023 | Estates and Trusts
The nomination of a successor trustee is one of the most important decisions you make when creating a living trust. After all, a trust document is simply an instrument that authorizes someone you trust to manage and distribute your assets. […]
