Discretionary beneficiaries are individuals or entities eligible for trust, insurance, or retirement distributions based on ...

In New York, assets held in trusts established and funded by a third-party for the benefit of a spouse are excluded from the marital property estate; however, if the beneficiary has access to a ...

In Berlinger v. Casselberry, Case No. 2D12-6470, 6 (Fla. 2d DCA Nov. 27, 2013), the Florida Second District Court of Appeal upheld a writ of garnishment issued by a trial court against the trustee of ...

Splitting The Difference Structuring And Restructuring Interests In Trusts,” by Diana S.C. Zeydel. Modern irrevocable trusts ...

Planning for wealth transfers to future generations is a tricky business. Attorneys counsel clients on the dangers of vesting too much wealth in a beneficiary who is too young to understand the ...

Trusts are surging in popularity as a way to avoid inheritance tax, according to new government figures and financial ...

All beneficiaries of a discretionary trust who surrender their interest may now be subject to capital gains tax following the release of anAustralian Tax Office (ATO)ruling. Under the recent ATO ...