My wife’s irrevocable trust has been receiving checks for 20 years — but her trustee recently died and the bank locked the account. How do we regain control and keep …
Kelly-Anne’s uncle passed away and the bank has now locked the trust’s bank account. Considering that there’s a substantial ...
Accounting Today2d
4 irrevocable trusts to beat estate tax uncertainty
For clients waiting to see if Congress will extend or cut the lifetime gift and estate tax exclusion next year, setting up an irrevocable trust now can be a base-covering estate planning option. Katie ...
Protecting Your Wealth: How A Universal Asset Protection Trust Can Safeguard Your Future
Unlike traditional irrevocable trusts, where you have to give up control over your assets, a UAPT lets you maintain ...
Miami Beach’s Kimpton Surfcomber Hotel engulfed in messy ground lease dispute
A convoluted legal fight is brewing over a portion of the land underneath the Kimpton Surfcomber Hotel in Miami Beach.
How, and why, to set up a trust for your house
Putting your home in a trust can protect your assets while you’re alive and make the ownership transfer easier after your ...
Accounting Today10d
The tax advantages of charitable remainder trusts — and the risks
Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...
Litigation Strategy Behind Fort Lauderdale Judge’s Ruling on $150M Trust
The word irrevocable has to mean something, otherwise, it's meaningless,” Greenberg Shareholder Paul B. Ranis said. “ Judge ...