Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth ...

Trust accounting—specifically, the management and recordkeeping of client trust accounts—is an aspect of legal practice that demands meticulous attention. Whether dealing with escrowed funds, ...

As described in our previous client memo in May 2022, the FDIC is amending its regulations governing deposit insurance to merge the revocable and irrevocable trust deposit insurance categories into ...

Dear Liz: My goal is to avoid probate and allow simplified access for my heir, who is also my executor. I have no family. I have chosen payable-on-death and transfer-on-death accounts instead of ...