Estate Planning

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What a Trump Presidency Means for the Estate Tax

When President-elect Donald Trump first rolled out his much-anticipated tax plan as a Presidential candidate earlier this year, his plan to eliminate the ... read more >

Taxation and Information Reporting for Foreign Trusts

The U.S. taxation and information reporting imposed on foreign trusts can be quite complex. A trust is the foreign trust if it is not the U.S. trust. A ... read more >

The IRS Makes Changes to Charitable Remainder Annuity Trust Rules

A charitable remainder annuity trust (“CRAT”) can be a powerful estate planning tool for taxpayers who wish to make charitable contributions ... read more >

Updated: Consistent Basis Reporting Is Now the Law of the Land

This article is updated information from our original article posted on February 24, 2016. Recent changes to the law have imposed new reporting requirements ... read more >