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WHAT ARE THE BENEFITS OF A TRUST? When the creation of Trusts became another alternative to estate management, many wondered if there was any point in creating a will solely or goi...
To provide for the application of the Act; the creation and administration of trusts; the jurisdiction of the Master; authorisation of trustees by the Master; disqualification to a...
Does the arrangement provide real economic interests and governance limits?
Trust protectors can help protect against irresponsible trustees and other dicey situations that could put grantors' wishes at risk, estate lawyers say.
A nominee doesn't automatically inherit your assets. Learn how Wills, Trusts, and nominations work together to determine wealth transfer and legal ownership in India.
TOD and POD designations may be better planning solutions
Planning a trust can initially feel confusing, especially when it is part of an estate plan that already includes a willl. The reality, though, is that setting up a trust can be a...
Ultrawealthy clients looking to reduce taxable estates might consider spousal lifetime access trusts, but too-similar dual trusts can backfire.
A trustee's mistakes can cost families six figures, so a candid conversation now may prevent years of conflict, fees and delayed inheritances.
An essential planning tool for high-net-worth families
Estate taxes can create challenges for families whose wealth is tied up in illiquid assets.
C.S. v. R.H. says “Yes” in a case of first impression in New York
Glenmede Trust's Mark Parthemer discusses the Murdoch family trust dispute and what it can teach advisors and families about irrevocable trust planning.
Several Americans still have no estate planning documents, according to Trust & Will. They have conducted a national survey of 5,000 US adults from January 28 to February 5, 20...
I AM NAMED AS TRUSTEE IN A TRUST, WHAT IS MY LIABILITY? When people create a trust, they appoint a trustee. The trustee is the person or entity with the authority to administer and...
Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS and U.S. Treasury Department.
Beneficiary engagement and self-determination theory
Trust & Will’s 2026 Estate Planning Report found that 56 percent of U.S. adults hold no estate planning documents at all. What moved in the past year is the mix among the peopl...
Episode 043: In Part One of this series, Iran Harvell reminded us that estate planning isn't really about documents—it's about people.Today, we take the next step.Before we talk ab...
Make sure what you authorize is actually what you intend.
With recent changes to tax law, non-grantor trusts have become attractive vehicles for gaining tax efficiencies, such as when making charitable contributions.
The $124 trillion Great Wealth Transfer poses a major challenge for financial services beyond managing the assets themselves. Thrivent’s Terry Rasmussen argues that wealth may tra...
Many citizens don’t consider estate planning a pressing issue, especially in the USA. A 2025 study undertaken by Trust & Will strengthens this fact. The study shows that fifty-...
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