Funding a trust requires moving your assets into the trust’s name, which is necessary for the trust to operate effectively.

Section 6034A of the Code requires the trustee of the trust to provide each beneficiary with “a statement containing such information required to be shown on such return as the Secretary may ...

A Beneficiary Controlled Trust will help protect your loved ones ... This issue can be minimized by providing the primary beneficiary with the right to remove and replace the Independent ...

Trustees are often given discretion over the circumstances under which a distribution may be made from a trust to a ...

This ascertainable standard is frequently used by estate planners to determine how and when a trustee may make distributions, allow a beneficiary the opportunity to serve as trustee, and create estate ...

Outright distributions provide no protection from these events. An alternative approach is for your children or loved ones to receive their legacy through a beneficiary controlled trust.

the grantor of the trust decides who the remainder beneficiaries are. What Kind of Assistance Does a Special Needs Trust Provide? The money in a special needs trust will not jeopardize a recipient ...

A living trust or an "inter-vivos" trust is set ... policy may be used to pay any estate costs after you die and provide your beneficiaries with tax-free income. Qualified terminable interest ...

the less asset protection the trust will provide to the trust maker and related beneficiaries. But most trust makers are reluctant to relinquish all control over a trust — the trust maker may ...

How times have changed. Today, the idea of naming a pet as a trust beneficiary is no longer seen as the activity of the idle rich. More and more pet owners are creating trusts and setting aside ...