We have the answers

Search Results

0
Clear Search
For best results use double quotes in the search field and the filters.

Topics

Authors/Contributors

Resource Types

4 results found
Introducing the Power of Appointment Support Trust: An Innovative Approach to Tax Planning
Publish Date:
Apr 27 2016

For many ultra-wealthy family clients, implementing estate planning strategies to minimize income, estate, gift, and generation-skipping transfer taxes is a top concern. Recent changes to income and transfer tax laws have opened new avenues to transferring wealth. Bryan Austin discussed the use of power of appointment strategies and their tax impli...

Should We Have a Virtual Family Meeting?
Publish Date:
May 19 2020

Even when there's social distancing, family meetings are still important, maybe even more so to maintain family connectedness and sense of purpose. While connecting through technology can’t fully replace the experience of meeting in person as a family, you can make the experience more intimate. This report will help you organize and conduct a virtu...

Inflation—the Good, the Bad, and the Ugly
Publish Date:
Feb 11 2021

Inflation is almost always a topic of discussion when thinking about and planning for the future. This paper explores the many factors that affect the inflation rate, whether an uptick in inflation is helpful or harmful, and the cyclical forces that could push toward higher inflation. Despite all the theory and prognostication, no one knows exactly...

Power of Appointment Support Trust (POAST)
Publish Date:
Jan 08 2016

With the recent changes in the transfer tax laws, it is possible to transfer greater wealth and reduce income taxes through POAST. This innovative approach and integrated trust technique allow a wealthy individual (the donor) to provide benefits to both parents and descendants. A properly structured POAST can accomplish multiple objectives, includi...