Setting up a trust can be great way to control how your assets are distributed to your heirs after you pass away. Trusts are in many ways more flexible than wills in managing an estate’s assets. When ...
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Trustee fees: What are they and who pays?
When creating an estate plan, it may be necessary to name a trustee to handle your assets. For example, if you’re ...
Michael J. Gill is a partner in the Chicago office of the international law firm Mayer Brown LLP. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest ...
The Southern District of Texas’ decision in Occidental Petroleum Corp. v. Wells Fargo Bank, N.A, No. CV H-21-1126, 2022 WL 3566939, at *1 (S.D. Tex. Aug. 18, 2022), solidified that while COVID-19 may ...
An Internal Revenue Code Section 529 (529 account) educational savings account can be an attractive investment vehicle, thanks to its tax benefits and flexibility. But a recent decision of the Court ...
George and Andrew have recently been appointed trustees of a family trust set up by their late father David. On reviewing the trust papers they find the trust fund is worth about £200,000. Two-thirds ...
Australian Taxation Office statistics released in a September 2016 report revealed that there were 1,083,425 members of self-managed superannuation funds (SMSFs). Presumably there is a similar number ...
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