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Trust Topic Archive

Note: We will of course confine our text to generalizations and will attempt to filter the links so they are accurate. Having said this, please don't take any action based on what is presented here without consulting with your attorney and/or qualified tax advisor.

Winter 2002 - Should a Family Member Serve as Trustee?

Winter 2001 - How to Bring an Estate Plan to Completion

Summer 2001 - Was the Repeal of the Estate Tax Simply Bad Film Noir?

Spring 2001 - Estate Tax Repeal? What Do I Do Now?

Winter 2000 - Alert...IRA Distribution Rules Have Been Truly Simplified

Fall 2000 - Gifts to Children

Summer 2000 - Saving Estate Taxes for the Benefit of Grandchildren

Spring 2000 - The Dangers of Naming the Living Trust As IRA Beneficiary

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