How Does a Credit Shelter Trust Work?
A credit shelter trust is created after a spouse dies. Any assets are considered separate from the estate of the survivor, going straight to heirs.
Recent
Britney's Father Won't Give Up Conservatorship This Easily
Lost in the hubbub was a key fact: The petition actually asks the judge to deny the pop singer’s July 26 petition to get Jamie Spears out of her life.
New Tax Environment Means NOW Is The Time To Review Estate Plans
It isn’t clear which proposals will make it all the way past Congress, but here are some ideas to start circulating with clients and their attorneys.
Do Power Divorces Need To Get Messy?
Wealthy people have assets to protect . . . and the resources to invest in protecting themselves. And yet, over and over, UHNW splits turn ugly.
Star Trek Actress In Conservatorship Battle
Legendary actress Nichelle Nichols, best known as Lieutenant Uhura on Star Trek, is suffering dementia and torn between manager and heirs.
When Was The Last Time Your Best Clients Held A Family Meeting?
Facilitating conversations about wealth transfer and preparing subsequent generations may be achieved through ongoing family meetings.
Premier Trust Celebrates 20 Years Of Continued Industry Success
Contributing to 39% growth is the firm's financial professional-friendly trust model, which has enabled it to focus solely on administration.
