A Disruption in Trust Taxation—Kaestner & Paula Cases Reviewed
Join us for a complimentary in-depth discussion of two recent court opinions of great importance, both of which should be considered in trust planning and in trust administration.
Browsing Tag
ING
The ING, Gifting, and O-Zone Investing: An End-of-Year Retrospective on the Opportunities Created by…
As any estate planner knows, the 2017 law commonly referred to as the "Tax Cuts and Jobs Act" or "TCJA" changed the landscape of estate planning, perhaps not permanently, but for the near future.
How ING Trusts Can Offset Adverse Effects of Tax Law: Part 2-Gift tax and other issues.
Incomplete non-grantor (ING) trusts, transfers to which aren't completed gifts and aren't grantor trusts for income tax purposes, may help to navigate the adverse income tax changes individuals face under the Tax Cuts and Jobs Act (the…
How ING Trusts Can Offset Adverse Effects of Tax Law: Part I-Completed gifts or not, their time has…
The Tax Cuts and Jobs Act (the Act) has radically changed income and estate taxation for many Americans, calling for new approaches to various aspects of planning for U.S. individuals. Although changes also were made to…