Caveat emptor: naming a probate avoidance revocable trust as beneficiary of one's IRA

Article Abstract:

The author presents pros and cons to consider when naming a probate avoidance revocable trusts as an IRA beneficiary.

Author: Keebler, Robert S.
Commercial Banks, Investment Banking and Securities Dealing, Bank Individual Retirement Accounts, Management, Individual retirement accounts, Revocable trusts

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Harvesting losses

Article Abstract:

The author discusses tax laws governing the claiming of loss deductions from stock sales.

Author: Keebler, Robert S.
Laws, regulations and rules, Stock-exchange, Stock exchanges, Capital gains tax, Loss deductions

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Estate planning from the frozen tundra - freezing with an IDGT

Article Abstract:

The author discusses the use of Intentionally Defective Grantor Trusts (IDGTs) for estate freezing purposes, with a focus on asset installment sales to IDGTs. Practical and legal considerations are included.

Author: Keebler, Robert S.
Estate Planning, Methods, Innovations, Taxation, Grantor trusts, Installment contracts, Estate freezing

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Subjects list: United States
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