The ruling hinges on the corporation and trust being treated as a single entity and meeting other requirements under Regs.

It's going to be difficult to avoid benefit cuts for at least some people.

Grayscale Investments has formally filed for Form S-1 seeking approval of the NEAR Protocol Trust to convert it into an ETF.

This article explores the strategic use of this election, highlighting its potential to optimize tax outcomes for both trusts and beneficiaries while cautioning against its pitfalls.

Treasury Secretary Scott Bessent said 600,000 families have already signed up for Trump accounts since tax season started on ...

Family offices are rethinking wealth preservation and growth, and many of the clients I work with want to move toward a more ...

Kestrel Wealth Management, formerly known as KS Trust and Wealth Management, recently announced its comprehensive rebrand as the division of KS Bank continues to grow in the financial services sector.

We are excited about 2026. Equity markets have a familiar stench at present. There is a flip-side to the rerating of US technology: the derating of other securities, from a 'base' that was already ...

LOS ANGELES, CA – The University of California, Los Angeles, has received a bequest of more than $4 million that will permanently strengthen the training of future physician scientists, marking one of ...

Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...

The UK's National Trust-an enterprise whose mission statement focuses on work to "tackle climate change, protect historic sites and help people and nature thrive"-received the biggest donation in its ...

European defence funds and investment trusts gained a boost on the morning of 5 January following news that the US had captured Venezuela’s erstwhile president Nicolás Maduro had been captured by US ...