Trust & Estate Articles - Succession Advisors

All Trust & Estate Articles

Trust & Estate

How Do I Choose A Guardian For My Minor Children If I Die Before They Turn 18?

Trust & Estate

How Are Community Property Assets Treated As Part Of An Estate Plan?

Trust & Estate

Don’t Forget To Think About Income Taxes When Doing Estate Planning

Trust & Estate

How Do I Select An Estate Planning Attorney

Trust & Estate

How Do Charitable Lead Trusts Work?

Trust & Estate

What Is My Job As An Executor Of A Probate Estate?

Trust & Estate

What Sophisticated Charitable Giving Options Are Available To Donors?

Trust & Estate

What Should I Bring To The First Estate Planning Meeting I Have With My Lawyer?

Trust & Estate

What’s Ahead For Cryptocurrency And Trust Companies?

Trust & Estate

How Long Before I Can Expect To Receive My Inheritance?

Trust & Estate

Life Insurance As Part Of An Estate Plan

Trust & Estate

How Does Death Impact Income Tax Basis

Trust & Estate

How Can Estate Plans Be Challenged?

Trust & Estate

Crypto And Estate Planning Series

Trust & Estate

How Do I Choose A Trustee To Act After I Die?

Trust & Estate

How Are Funds Administered For Children Under Custodial Accounts?

Trust & Estate

As A Trust Beneficiary, How Can I Determine What I’m Entitled To Receive From A Trust?

Trust & Estate

Gifting Strategies For Private Equity Fund Managers

Trust & Estate

How Does The Estate Tax Work?

Trust & Estate

How Does The Generation-Skipping Tax Work?

Trust & Estate

What Is The Difference Between A Grantor Trust And A Non-Grantor Trust?

Trust & Estate

Crypto And Estate Planning Series Part 1: Cryptocurrency Basics

Trust & Estate

Secure Act – Eliminated Stretch IRA

Trust & Estate

How Can I Use Loans To Save Transfer Taxes?

Trust & Estate

What New Family Trustees Need To Know

Trust & Estate

Crypto And Estate Planning Series Part 3: Giving The Executor Or Personal Representative Access To Private Keys At Death

Trust & Estate

How Are Qualified Personal Residence Trusts Used To Transfer Interests In A Residence?

Trust & Estate

How Do I Select An Attorney To Help Administer A Decedent’s Estate?

Trust & Estate

Why Do I Need An Estate Plan?

Trust & Estate

How Are Inheritances Taxed?

Trust & Estate

What To Consider When Choosing A Trustee

Trust & Estate

How Can You Change The Terms Of An Irrevocable Trust?

Trust & Estate

How Do Gift Taxes Work?

Trust & Estate

Template: Estate Plan Questionnaire

Trust & Estate

What Are The Initial Questions I Need To Consider When Deciding If I Should Form A Private Foundation

Trust & Estate

Should I Treat My Children Equally As Part Of My Estate Plan?

Trust & Estate

Do Personal Lines Policies Insure Trustees?

Trust & Estate

How To Give Effective Crummey Notices So Gifts To Trusts Qualify For The Annual Exclusion

Trust & Estate

How Do Charitable Remainder Trusts Work?

Trust & Estate

Can I Get Away With Giving Personal Items To My Children Without Reporting Those Gifts For Gift Or Estate Tax Purposes?

Trust & Estate

How Often Do I Need To Review And Update My Estate Plan?

Trust & Estate

What Fiduciary Roles Do I Need To Be Prepared To Discuss With My Estate Planning Lawyer?

Trust & Estate

Types Of Charitable Remainder Trusts

Trust & Estate

Designating Someone To Make Health Care Decisions For You

Trust & Estate

Your Estate Plan Advisors Want You To Choose A Trustee – Now What?

Trust & Estate

What Is My Job As Trustee Of A Trust?

Trust & Estate

Personal Planning For Entrepreneurs – Giving The Business To The Children Without Losing Control

Trust & Estate

The Trust Protector: Powers, Duties, Responsibilities And Liabilities

Trust & Estate

What Is The Advantage Of A Revocable Living Trust?

Trust & Estate

How Can Qualified Disclaimers Be Used To Benefit An Estate Plan?

Trust & Estate

What Special Rules Must Be Considered When Estate Planning For A Spouse Who Is Not A U.S. Citizen?

Trust & Estate

Gifts to GRATS versus Sales to IDITS

Trust & Estate

What Needs To Be Done When A Loved One Dies?

Trust & Estate

The Private Family Trust Company

Trust & Estate

How Does The Title to Assets Impact How Those Assets Pass When I Die?

Trust & Estate

How Are Estates Taxed?

Trust & Estate

Crypto And Estate Planning Series Part 2: Avoiding Probate of Crypto Assets Through A Living Trust

Trust & Estate

How Can I Manage Financial Assets For A Parent Who Has Lost Capacity?

Trust & Estate

Is An ESOP Transaction Right For Your Business?

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