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Estate/Trust

An “Intentionally Defective” Trust Can Save Taxes

Posted on January 03, 2018

Under the right circumstances, an intentionally defective irrevocable trust (IDIT) can be an effective estate tax planning tool.…

Tax Cuts and Jobs Act

Posted on December 28, 2017

Tax Cuts and Jobs Act

Tax Reform Bill Passes

Posted on December 28, 2017

The new tax reform law — commonly referred to as the "Tax Cuts and Jobs Act" (TCJA) — is the most significant tax legislation in…

Good Things Come From Crummey Trusts

Posted on December 18, 2017

The benefits of a Crummey trust are anything but "crummy." This type of estate planning tool, named after the taxpayer in the first…

Special Needs Trusts: What Expenses Can They Pay For?

Posted on December 13, 2017

A special needs trust or a supplemental needs trust can be established to help a disabled individual who is receiving assistance…

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