Month: June 2015
June 24, 2015
More federal filing requirements for foreign trusts
The U.S. Department of Commerce (DOC) has issued a new reporting requirement (BE-10) for individuals, trusts, estates and small businesses with certain…
June 17, 2015
Thinking about incentive trusts
In a recent Trusts & Estates article, “The Ultimiate in Dead Hand Control – Incentive Trusts,” attorney Charles Redd considers “incentive trusts”…
June 15, 2015
The benefits of long term care insurance
In a recent WSJ article, researchers Olivia Mitchell and Daniel Gottlieb report findings on their recent study regarding long term care insurance. An…
June 12, 2015
Are the rich frugal?
The frugality of the rich. A lot of millionaires aren’t easy to spot, and are more likely to be found shopping in the…
