Discretionary beneficiaries are individuals or entities eligible for trust, insurance, or retirement distributions based on ...

In New York, assets held in trusts established and funded by a third-party for the benefit of a spouse are excluded from the marital property estate; however, if the beneficiary has access to a ...

In this episode of The Property Nerds podcast, hosts Arjun Paliwal, Jack Fouracre, and Adrian Lee sit down with Ronesh Hargovind to explore the complexities of using trusts in property investment.

In Berlinger v. Casselberry, Case No. 2D12-6470, 6 (Fla. 2d DCA Nov. 27, 2013), the Florida Second District Court of Appeal upheld a writ of garnishment issued by a trial court against the trustee of ...

Avoiding probate and retaining control over the distribution of your assets are two key benefits of using a living trust as part of your estate plan. With so many misconceptions around trusts, it's ...

Planning for wealth transfers to future generations is a tricky business. Attorneys counsel clients on the dangers of vesting too much wealth in a beneficiary who is too young to understand the ...