Filters
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
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
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
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
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
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
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
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
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
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