NFA Gun Trusts in North Carolina

Posted on: April 25th, 2011
North Carolina residents who want to own certain weapons regulated by the National Firearms Act should consider the advantages of an NFA Gun Trust specifically designed for use in North Carolina. From

Domestic Asset Protection Trusts – What State is Best?

Posted on: January 11th, 2011
A dozen states now offer what are called Domestic Asset Protection Trusts (DAPTs), which allow a trust grantor to shelter trust assets from creditors while retaining the right to distributions from the trust. ...

Retirement Accounts and Estate Tax Planning

Posted on: August 25th, 2010
Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve that goal, there are a few things to keep in mind about retirement accounts....

What Will Happen to Your Retirement Accounts After You Are Gone?

Posted on: August 2nd, 2010
When Trusts Meet Retirement Accounts, a recent article on, explains the benefits of using a trust to pass on IRAs and other retirement accounts to children. ...

New Rules Will Affect Certain Self-Settled and Pooled Special Needs Trusts

Posted on: July 8th, 2010
A New Social Security Program Operations Manual System (“POMS”) Section Regarding Early Trust Termination Provisions for "Self-Settled" Special Needs and Pooled Trusts is set forth below. This will not affect SNTs established with the assets of a third party, such as a parent....

Better GRAT While You Still Can

Posted on: June 23rd, 2010
On June 15, 2010, the House of Representatives passed The Small Business Jobs Tax Relief Act of 2010 (the "Act") which, if passed by the Senate and signed by the President, will significantly limit the utility of Grantor Retained Annuity Trusts (GRATs)....
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