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In Trusts We Trust: Day 52

February 1, 2012 by

Standby Trust A Standby Trust is an investment plan created by the owner of the trust and carried out by the executor of the trust at the direction of the creator.  The trust is created during the lifetime of the creator and then is carried out per the creator’s directions at the time of his […]

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In Trusts We Trust: Day 13

December 2, 2011 by

Charitable Trusts, Day Eight: The NIMCRUT, Part Two In addressing Split-Interest Trusts we’ve seen that they are unique types of trusts that are established to benefit both charitable and non-charitable recipients.  These trusts are designed for those who have both philanthropic and family needs to attend to. The final type of Split-Interest Charitable Trust we’re […]

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Congress recently passed, and President Obama signed into law, the Tax Relief Act that allows an extension of Bush-era tax cuts. Here are the major implications of the new law: An extension of current tax rates, plus an extension of reduced rates for capital gains and dividends. Modification of estate, gift and generation-skipping transfer taxes (GST) […]

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