Community Property Trusts: Reducing the Capital Gains Tax

Community Property Trusts In the context of estate planning, there are many practical reasons why one would need to sell an asset, which could result in a capital gain.  For example, the death of a key person in a [...]

By | 2017-12-30T08:08:31+00:00 December 27th, 2017|Categories: Asset Protection, Estate Planning|0 Comments

Beneficiary Defective Inheritor’s Trust: Creating an Alternative to the GRAT

Imagine being able to move assets out of an estate, nearly tax-free, and put them beyond the reach of creditors, potential lawsuits, and estate taxes, all while retaining control over those assets. Imagine being able to modify and add [...]

By | 2017-12-30T08:06:12+00:00 December 26th, 2017|Categories: Asset Protection, Estate Planning|0 Comments