Trusts
NFA (Gun) Trusts Provide Many Advantages
This posting is courtesy of my colleague David Goldman in Jacksonville, Florida, who has created a special trust for owning weapons regulated by the…
NC’s Repeal of Rule Against Perpetuities Upheld
I previously blogged about NC’s repeal of the Rule Against Perpetuities, which limited the amount of time a trust could stay in…
Offshore Trust Cases – Trading Jail for Protection?
Offshore trusts continue to be an effective asset protection tool, including in bankruptcy, tax litigation, and divorce situations, even when the facts…
Specific Benefits
Separate Retirement Plan Trust is the Best Choice I generally recommend that persons with IRA or qualified plan assets of at least…
New North Carolina Trust Laws
In addition to the repeal of the rule against perpetuities, which is effective January 1, 2008 (perpetual trusts will be allowed in…
North Carolina has Repealed the Rule Against Perpetuities
Effective August 19, 2007, North Carolina repealed the Rule Against Perpetuities, which means that multi-generation dynasty trusts can be created in North…
A QTIP is Not Just for Your Ears
Estate planners love acronyms, and one of the most common when referring to a particular type of trust is QTIP, which stands…
U.S. Supreme Court to Decide on Trust Investment Fees
On June 25 the U.S. Supreme Court agreed to hear a case on whether the investment expenses of trusts are fully deductible…
Trust Beneficiary Bill of Rights
Capital Trust Company of Delaware’s website is full of articles and other information on trusts and estate planning One short piece that I…
Incentive Trusts
Professor Joshua Tate of Southern Methodist University has published an interesting and informative article on Incentive Trusts, which are generally used by…
