Elder law attorney Harry Margolis joins Robert Powell to explain special needs trusts, Medicaid eligibility, SSI rules, trustee selection and the differences between self-settled and third-party ...

Offshore trusts can be a smart and secure way of protecting your assets and safeguarding your wealth against potential creditors and legal claims. For many Americans over age 50, building and ...

Planning for the future means considering how your money, property, and belongings will be managed if you are no longer able to manage them yourself. For many people, establishing trust is an ...

The change means that a whole class of trusts will be exempt from the proposed 30 per cent minimum tax rate, a win for the ...

Trusts are often mentioned in conversations about estate planning, but many people aren’t exactly sure how they work—or when they should consider creating one. Financial experts and attorneys, like ...

Many irrevocable trusts can be modified, despite common belief in their absolute permanence. New tax laws and family changes often require trust revisions to avoid unintended consequences. Proactive, ...

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...