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

Testamentary trusts can be helpful in an overall wealth management strategy since they provide instructions ... A testamentary trust can name minors as beneficiaries, in which the deceased's ...

A Win, But What’s Next? Sonya Massey’s tragic death was yet another painful reminder of the deep racial injustices that ...

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

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.

Providing accurate information to ... You also may have set up a trust, and want to name that as a beneficiary, since that can help make transferring property simpler. If you don't name ...

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 ...

Revocable trusts can be altered; irrevocable trusts provide tax and creditor protections ... are to be managed and distributed to beneficiaries. The trust fund is the entity that holds the ...

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 ...

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 ...

Digital platforms are making trust administration more efficient while providing better transparency for beneficiaries, who will expect immediate access to information and will not wait till the ...

Payouts will fall outside a client’s estate for inheritance tax purposes if a policy is written in trust. Beneficiaries will also receive payment quickly without having to go through probate ...