Financial advisors often work with clients who hold or plan to leave assets in trust. But clients may be reluctant to commit to trust terms that may govern for generations in the face of changing laws ...

Trust word written on wooden block. Building trust business concept. The recent Chief Counsel's Memorandum 202352018, issued by the IRS, has brought about a significant change in the treatment of ...

Clients who want their beneficiaries to avoid probate often place assets in trust. Many CPAs are reluctant to take on being a trustee, which is a time-consuming responsibility. An alternative is to be ...