Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...

The Restatement (Third) of Trusts, specifically §104, lists four general areas in which the beneficiary’s actions may lead to an assumption of internal liability to the trust estate: (1) A loan or ...

Revocable trusts are often the centerpiece of a client’s estate plan for the many benefits that they provide. Revocable trusts are private ...

This article explores the strategic use of this election, highlighting its potential to optimize tax outcomes for both trusts and beneficiaries while cautioning against its pitfalls.

Here’s a question I get at least once a week: “I’m dealing with a trust that holds an inherited IRA. Can the trustee transfer that IRA out to the individual ...

A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as ...

David F. Powell, professor, Florida State University School of Law, and Tye J. Klooster attorney, Katten Muchin Rosenman LLP, Chicago These are the sample trust form provisions referenced in the ...

One of the more perplexing sections of the recently issued required minimum distribution final regulations is Section 1.401(a)(9)-4(f)(4), “Multiple Trust Arrangements,” a holdover from the proposed ...

Trusts are an integral part of estate planning. But they are not always suitable beneficiaries for IRAs. senior couple showing thumb up sign while holding envelope with 'roth ira' lettering and dollar ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. You should any trusts that name you to identify rights you may have ...

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...