By Daniel G. Brown | 04.21.2023 | Estates and Trusts
I. Introduction Over the last few years, the tax concerns of married couples have pivoted from estate tax avoidance to income tax avoidance. Complicated and administratively burdensome trust designs are no longer necessary for the positive trade-off of estate tax […]
By Hoge Fenton | 03.27.2023 | Estates and Trusts
Hoge Fenton Tax Attorney and Shareholder, Julie Wann is this week’s Spotlight for Bloomberg Tax. Bloomberg’s Spotlight series highlights the careers and lives of tax professionals around the world. Julie is a member of Hoge Fenton’s corporate, tax, and estates […]
By Ariel G. Siner | 03.21.2023 | Estates and Trusts
The goal of every single estate planning client can be boiled down to one thing: using assets to leave a legacy and to provide benefits to the people whom the client cares about after the client is gone. We often […]
By Dennis S. Zell | 01.30.2023 | Estates and Trusts
The nomination of a successor trustee is one of the most important decisions you make when creating a living trust. After all, a trust document is simply an instrument that authorizes someone you trust to manage and distribute your assets. […]
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