Steve Oshins Releases 8th Annual Dynasty Trust State Rankings Chart
The 8th Annual Dynasty Trust State Rankings Chart ranks the top 12 Dynasty Trust states.
The Kaestner Case and the New Emphasis on using Non-Grantor Trusts to Save State Income Tax
The Kaestner decision, at a minimum, is a wake-up call for all estate planners who haven’t been doing any state income tax planning for their clients.
Steve Oshins Releases 4th Annual Non-Grantor Trust State Income Tax Chart...in Our New $10,000 SALT Deduction Era
The Non-Grantor Trust State Income Tax Chart is an easy-to-use summary that should open up opportunities for practitioners to save state...
Steve Oshins Releases 3rd Annual Non-Grantor Trust State Income Tax Chart
Especially given President Trump’s tax plan that would get rid of the federal income tax deduction for state income taxes paid...
Divorcing Spouse Busts through Delaware Dynasty Trust to take $30 Million Mansion
The estate planning community has been discussing the Daniel and Beth Kloiber divorce action for the past few years. This high profile divorce between Kentucky residents took center stage in 2014 when their Unpublished jurisdictional decision was released by the Court of Chancery of Delaware in the Matter of Daniel Kloiber Dynasty Trust u/a/d December 20, 2002, 2014 WL 3924309 (Del. Chan., Unpublished, August 6, 2014).