Distribution Requests: Why So Many Questions?

One of the more common questions that a trustee receives from beneficiaries is what information is needed for the trustee to approve a distribution request.  Sometimes, the beneficiary is surprised that the trustee has even asked any questions into the intended...

FinCEN’s Beneficial Ownership Rule

Ola Tucker, JD, CAMS has written an article How Shell Companies Might be Circumventing FinCEN’s Beneficial Ownership Rule. Click to view the article:  https://www.corporatecomplianceinsights.com/shell-companies-beneficial-ownership/  

The ABCs of DINGs

A Delaware Incomplete gift Non-Grantor Trust (a “DING”) may be an attractive state income tax planning option for individuals living in states that do not tax trusts based on the residence of trust’s grantor or its beneficiaries. DINGs offer a number of additional...