One of the trends we observe at Prairie Financial Group is the growing use of special needs trusts to help individuals with disabilities. We believe there are several main reasons for this trend: One ...

California passes AB-565 and AB-1521 to reduce friction in trust proceedings and add estate notice rules for advisors ...

As an officer at a trust company, I often find myself defending the use of a professional trustee to attorneys and prospects. Typically, criticisms of trustees center around fees, locality and ...

Trust word written on wooden block. Building trust business concept. The recent Chief Counsel's Memorandum 202352018, issued by the IRS, has brought about a significant change in the treatment of ...

In Chief Counsel Advice 202352018 (Dec. 29, 2023) (the CCA), the Internal Revenue Service concluded that the beneficiaries of an intentionally defective grantor trust (IDGT) made a taxable gift for ...

TAMPA, Fla. (WFLA) — The FBI has assigned another non-profit to take over the special needs trusts of more than 2,000 disabled people from across the country. The trusts had been managed at the St.

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...