Specific Benefits

Posted on: July 11th, 2008
Separate Retirement Plan Trust is the Best Choice I generally recommend that persons with IRA or qualified plan assets of at least $200,000 should consider a Standalone IRA/Retirement Plan Trust. ...

Protect Your Ancestors’ Legacy with an Inheritor’s Trust

Posted on: February 16th, 2008
If you’re like many folks, you may be deeply concerned about how litigious our society has become and fear that your assets may one day be taken by creditors. ...

New North Carolina Trust Laws

Posted on: December 27th, 2007
In addition to the repeal of the rule against perpetuities, which is effective January 1, 2008 (perpetual trusts will be allowed in North Carolina provided certain requirements are met), there are a few other changes to North Carolina trust law, which were effective October 1, 2007:...

North Carolina has Repealed the Rule Against Perpetuities

Posted on: October 22nd, 2007
Effective August 19, 2007, North Carolina repealed the Rule Against Perpetuities, which means that multi-generation dynasty trusts can be created in North Carolina. Previously trusts could not last longer than 90 years or a life in being plus 21 years. ...

A QTIP is Not Just for Your Ears

Posted on: September 22nd, 2007
Estate planners love acronyms, and one of the most common when referring to a particular type of trust is QTIP, which stands for Qualified Terminable Interest Property. ...

U.S. Supreme Court to Decide on Trust Investment Fees

Posted on: June 8th, 2007
On June 25 the U.S. Supreme Court agreed to hear a case on whether the investment expenses of trusts are fully deductible or subject to a 2% floor. ...
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