Trusts are vehicles that can assist in the preservation of wealth and property for future generations, protect assets, or carry out a charitable purpose. A trust is an entity created and governed ...

Family Offices that serve high-net-worth individuals have been in recent global headlines as governments target them in an effort to tax corporate and individual gains. In December 2021, the Biden ...

In simplest terms, a trust is a set of rules that govern the ownership and use of assets. Generally, as long as a rule is lawful (i.e. not sexist or racist), that rule can be included in a trust.

Planning for the future means considering how your money, property, and belongings will be managed if you are no longer able to manage them yourself. For many people, establishing trust is an ...

When you hear the word “trust” in financial or business terms, you probably think of either Teddy Roosevelt or rich kids who drive Range Rovers in high school. The truth, however, is that trusts ...

Everyone has heard the terms “will” and “trust,” but not everyone knows the differences between the two. Wills and trusts are important tools of estate planning. Each has strengths and limitations.

Delaware Statutory Trusts (DSTs) offer a smart avenue for real estate investors navigating the complexities of a 1031 Exchange. When the IRS issued Revenue Ruling 2004-86(1), it allowed a properly ...

The Trust Indenture Act of 1939 mandates formal written agreements for bond issues over $10 million to fully disclose terms, ensuring bondholder rights via a trustee.

News that Patagonia’s ownership was transferred into a perpetual purpose trust has sparked so much conversation that it even trended on Twitter. But misinformation spread along with it. Next City ...

When you purchase a home in Mason City or Clear Lake, you're not just buying property—you're building a legacy. Yet many North Iowa homeowners overlook a critical question: what happens ...

You may be hearing a lot about community land trusts right now. They’ve become a popular answer to the question “How will we prevent displacement?” or “How do we keep housing permanently affordable?” ...