Articles

June 22, 2015

The Jurisdiction Independent Trust

Where Should You Set Up Your Trust? Where is the best place to set up your trust?  Where you live?  In a state that has laws that favor your particular goals and concerns?  How do you know where you want your trust to be domiciled in the future?  Does it […]
June 16, 2015
cryonic suspension trust

Cryonic Suspension Trust: The Ultimate Estate Freeze

Old Idea, New Expression Like many other cultures, the ancient Egyptians buried treasures with their dead in part so that when the dead revived, they would have the use and enjoyment of their worldly goods.  This may not have been based on the same technology as a cryonic suspension trust, but the […]
June 1, 2015

Trust Protector – Defender of Trusts

A Trust Protector is a party other than a Trustee or a Beneficiary who has certain powers regarding the Trust and its administration.  These powers may be very broad or narrow as determined by the Trust instrument.  They may include the power to remove or replace trustees and beneficiaries, cure […]
May 15, 2015

Tax Free IRA

For years, I have been telling people a little known secret of IRA’s.  There is a way you can pass the benefit of your IRA to your heirs tax free.  Recently Bob Carlson in his newsletter recently discussed the strategy.  It combines an IRA with a Donor Advised Fund.  He quotes […]