Irrevocable Life Insurance Trusts
Clients with a net worth high enough to be subject to the estate tax will often have substantial illiquid assets… Read More
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Charitable Trusts
Charitable trusts are irrevocable trusts that include both taxable and non-taxable beneficiaries. They are popular estate planning vehicles that can… Read More
Special Needs Trusts
What are a Special Needs Trust (SNT)? A Special Needs Trust (SNT) is an irrevocable trust created to ensure that… Read More
Dynasty Trusts
What is a Dynasty Trust? A dynasty trust is an irrevocable trust that contains “dynasty” provisions that instruct the trustee… Read More
Advantages of a Corporate Trustee
When clients formulate their estate plan or update an existing plan, one of the most important decisions they must make… Read More
Estate Planning: Attracting Generation X & Y Clients Part Two
In part one of this series, we discussed how to attract and retain the generation X & Y children of… Read More
Benefits of a Corporate Trustee
Life is not a dress rehearsal, which is why protecting the wealth you have accumulated over your lifetime should not… Read More
Save State Income Taxes Using a Nevada Incomplete Non-Grantor Trust
Save State Income Taxes Using a Nevada Incomplete Non-Grantor Trust Private Letter Ruling 201310002 (released March 8, 2013) is great… Read More
What is a Charitable Remainder Trust?
What is a Charitable Remainder Trust? A charitable remainder trust is an irrevocable trust used to reduce the taxable income… Read More
Self-Directed IRA Fair Market Valuation Form
How Much are Your IRA Assets Worth? Every year, as an IRA Custodian, Premier Trust is required to file Form… Read More