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House Proposal Brings Big Changes for Estate Planning
Greensfelder, Hemker & Gale, P.C.
On Monday, September 13, 2021, the House Ways and Means Committee released the text for proposed tax changes to be incorporated in a budget reconciliation bill called the Build Back Better Act. The
The Cost of Complexity: How Did We Get Here?
Scott Winget
Private trust companies; profits interest structures; direct investments. The world of family wealth management is getting more complex all the time. As families and their office management teams
Annuity Payment Analysis for Grantor Retained Annuity Trusts
Willamette Management Associates
A grantor retained annuity trust (“GRAT”) is an estate planning instrument that may be used to transfer wealth from the trust grantors to the trust beneficiaries. In this overview of
Estate Planning: How to Choose a Trustee
Tolleson Wealth Management
Death isn’t something many want to think about, but estate planning is a complex topic with consequential decisions. Tolleson Wealth Management President Richard Joyner discusses what to think
Trustee Selection: The Five Principles to Consider
Tolleson Wealth Management
A trustee’s job is to carry out the intent of the trust creator, using the trust document as a roadmap. Trustees and beneficiaries must work to build a mutually beneficial relationship to
Chartered Family Trust Company Considerations and Processes
Willow Street Group
Wyoming is one of two states that permits both chartered, or regulated, and unchartered, or unregulated, private family trust companies (PTCs). This guide reviews important considerations and
GRAT Expectations: The Renewed Popularity of the Grantor-Retained Annuity Trust
Parametric
Amid low interest rates and volatile asset values, high-net-worth individuals are taking a fresh look at a powerful wealth transfer tool—grantor-retained annuity trusts, or GRATs. When GRATs
Voices in Leadership with Jay Hughes: The Beneficiary’s Burden
Pitcairn
In this episode, Amy Hart Clyne and Jay Hughes look past the legal trappings that come with beneficiaries and trustees to unpack the human side to these roles and discuss why so many young people see
Legislature Acts to Ensure Tennessee Retains Status as a Leading Trust Jurisdiction
Waller Lansden Dortch & Davis
Over the past decade, Tennessee has significantly elevated its position as a preeminent jurisdiction to situs a trust. With the latest enacted legislation in the state, that situs status is
IRS Enforcement Ramping Up—and How to Protect Yourself
Waller Lansden Dortch & Davis
With the IRS increasing their funding and enforcement, upper income taxpayers should expect the IRS audit coverage to increase dramatically on them. It’s important to prepare for the tax