Unanticipated changes in the law or circumstances may derail a careful plan to preserve a client’s intent to transfer wealth through trusts. A “trust protector” originated from a need to protect ...

Trust word written on wooden block. Building trust business concept. The recent Chief Counsel's Memorandum 202352018, issued by the IRS, has brought about a significant change in the treatment of ...

In In re Macy Lynne Quintanilla Trust, a settlor created three trusts for his children in 2014. No. 04-17-00753-CV2018 Tex. App. LEXIS 8223 (Tex. App.—San Antonio October 10, 2018, no pet. history).

Establishing a trust is something you might consider if you’d like to take estate planning beyond a simple will. Naming a trustee is an important part of the trust creation process but you might find ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. You should any trusts that name you to identify rights you may have ...

The Florida Trust Code (FTC) includes several provisions, grouped together, which set forth a number of familiar ways to modify a trust. 1 One alternative method, however, finds its source elsewhere ...

In our ongoing series to see how generative AI responds to technical financial questions, we recently posed a question to Chat GPT: What is a "trust protector," and when would I need one? Then we ran ...

Editor's note: This is the final part of a three-part series on trusts for people with substance use disorders. Click here for part one and here for part two. No matter how clearly a substance abuse ...