Irrevocable Trust Loan Lenders: How a Trustee Borrows Against Trust Assets
Irrevocable trust loan lenders exist in a narrow, specialized market that most conventional banks won't touch.
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516 articles — page 36 of 43
How a Renunciation of Inheritance Form Qualifies Under IRC 2518
A renunciation of inheritance form is the mechanism that executes a legal disclaimer, but the tax consequences hinge entirely on whether that disclaimer qualifies under IRC Section 2518.
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Can You Create an Irrevocable Trust Online Without an Attorney?
If you're searching for a way to create an irrevocable trust online in a few clicks, the honest answer is: you can't, not properly.
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Oil and Gas Royalty Trusts: The List, Taxes, and Depletion Risk
Oil and gas royalty trusts are passive, finite-life vehicles that collect royalty income from producing properties and distribute virtually all of it to unitholders.
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Irrevocable Trusts in Washington State and the $2.193M Estate Tax
Washington residents with estates above $2.193 million face a state estate tax that most national planning frameworks ignore entirely.
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California Quitclaim Deed to a Living Trust: Prop 13, Prop 19, and Probate
A california quitclaim deed to living trust transfer is one of the most common estate planning moves for property owners in the state, and also one of the most misunderstood.
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The Irrevocable Trust 5-Year Rule Is About Medicaid, Not Estate Tax
The irrevocable trust 5-year rule is a Medicaid lookback provision, not an estate planning deadline. Federal law under 42 U.S.C.
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Unit Trust vs. Mutual Fund: Why It Matters More Above $5M
The unit trust vs mutual fund distinction matters more at $5M+ than it does for retail investors, and not for the reasons most articles cover.
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Can an Irrevocable Trust Own an Annuity Without Losing Tax Deferral?
An irrevocable trust can own an annuity, but the structure of that trust determines whether the annuity retains its tax-deferred status or becomes a fully taxable contract.
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Why a Revocable Trust Needs a New EIN After the Grantor Dies
The short answer: immediately after death, and certainly before you file the first Form 1041. Obtaining an EIN for a revocable trust after the death of the grantor is not optional paperwork.
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Inheritance Papers: What It Takes to Settle a $5M+ Estate
The inheritance papers required to settle a $5M+ estate go well beyond a signed will.
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Can a Beneficiary Contribute to an Irrevocable Trust?
Yes, beneficiary contributions to irrevocable trusts are legally possible, but the tax and structural consequences are serious enough that most attorneys treat this as a last resort rather than a default move. The 2025 estate tax exemption sunset makes the timing of any such contribution more conseq
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