The “ABC’s” of Trust Planning – Learning the Terminology

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Knowing the basic terminology in any new area of study is a key to understanding the topic as a whole.  This is particularly true with estate planning and trusts where unfamiliar terminology abounds.  This post will specifically go through some of the more common nomenclature surrounding trusts and trust planning. What is a trust is […]

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Income Taxation of Trusts

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One questions that clients often ask is whether having a trust will impact the client’s taxes.  Obviously, with the tax law being what it is, this is not necessarily an easy question to address in a short blog post.  Nevertheless, there are certain principals that can help establish the lay of the land and give […]

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