A trust can be a useful estate planning tool, in addition to a will. You can use a trust to remove assets from probate, ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Both transfer an estate to heirs, but only a trust can skip probate court Matthew Jarrell is the founder of DocSpot Financial. He has 5+ years of experience creating investment, tax, and estate ...

For clients with highly appreciated assets aiming to transfer part of their holdings to an heir in a tax-efficient way while giving to a nonprofit, charitable remainder trusts could be a fit.

Gone are the days when retirement meant just relaxing on a beach or spending endless hours on a golf course. Nowadays, many retirees are looking to contribute positively and find meaning by supporting ...

Split-interest charitable trusts are required to file the form required by the Secretary of the Treasury each year. Historically this has been Form 1041-A, Trust Accumulation of Charitable Amounts.

In Private Letter Ruling 202535005 (Aug. 29, 2025), the Internal Revenue Service ruled that two charitable trusts created from the allocation of assets of a private foundation (PF) wouldn’t be treated ...

Charitable remainder trusts (CRTs) remain a key strategy in philanthropic and tax planning, particularly for clients facing significant liquidity events or seeking to diversify highly appreciated, low ...

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...