Finance News
Tips From the Pros: Important Topics Impacting Future Trust Planning
Al W. King III highlights developments that affect modern trusts that should be on everyone’s radar.
By NB
Mar 19, 2024
How Can My Trust Help My Kid Buy a House?
Martin M. Shenkman and Joy Matak discuss options a client can explore when considering whether to use a trust to fund their beneficiary’s purchase of a home.
By NB
Mar 19, 2024
Designing a Generational Split-Dollar Plan
Careful planning, implementation and administration are needed.
By NB
Mar 19, 2024