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Trust Mapping or Estate Distribution Overview Best Practices
Wellspring Associates
When it comes to trust mapping or developing an estate distribution summary for a family, it is critical to align the family’s expectations with the level of overview they want to see. A list
Excellent Opportunity: The Modern Dynasty Trust/Family Bank
South Dakota Trust Company LLC
In times of economic and tax uncertainty, flexibility and control in the trust is an important concern. The long term nature of a Dynasty Trust—designed to exist in perpetuity to provide a
The South Dakota Private Family Trust Company
South Dakota Trust Company
When considering where to establish a Private Family Trust Company (PFTC), you should look to South Dakota, a state that is continually chosen as the top regulated PFTC jurisdiction in the United
Anticipating the Unanticipated With Trust Planning
South Dakota Trust Company
Individuals can’t anticipate many possible issues when doing their long-term and perpetual intergenerational trust planning. Both judicial and non-judicial modifications as well as decanting
Trust Designs in Light of Kaestner And Other Trends
South Dakota Trust Company
The question of how to structure a trust is of increasing importance, particularly in light of recent trends, including the expected ruling in North Carolina Dept. of Revenue v. The Kimberley Rice
Powerful Trust Planning Opportunities After Tax Reform for 2020 and Beyond
South Dakota Trust Company
Estate planners and advisors will need to contemplate the political climate in an election year, particularly given certain political opposition to the extensive changes made by the Tax Cuts and Jobs
Opportunities and Challenges Under the SECURE Act
Wilmington Trust
The SECURE Act contains many changes for individuals with retirement plans as well as small businesses with retirement plans. Changes include distribution provisions of an inherited IRA, planning
Wyoming: The Lesser-Known Trust Situs
First Republic Trust Company of Delaware
Wyoming’s lack of income taxes, strong asset protection laws and allowance for private family trust companies are quickly elevating it as one of top trust situs states in terms of attracting
Hands Off Your Trust: U.S. Supreme Court Limits State Income Taxation of Trusts
Brian K. Janowsky and Oliver R. Merrill, Schiff Hardin
Every state has its own set of rules for assessing income tax against a trust. In some situations, a trust might be required to file tax returns in three or more separate states. Recently, the U.S.
Delaware Trusts: Safeguarding Personal Wealth
Northern Trust
Over the years, many families and their advisers have come to find that the State of Delaware is a trust-friendly jurisdiction that promotes modern laws and attractive income tax advantages. This