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- 12 Tough Questions to Ask Your Parents
- Talking with your parents about their estate is important to protect your family's finances, but the conversation can be difficult at best. Here's what you need to ask and how to do it. The mere idea of having a talk with your elderly parents about their finances and estate...
- Articles 2009-09-02
Additional Resources
- NHS trusts told to prepare for restrictions on funding
- Flagship NHS hospitals have yet to face up to the reality of the looming squeeze on health spending, the foundation trust regulator warns today.Three-year plans produced by the NHS foundation trusts - the selfgoverning hospitals and mental health services that now serve about half the population - show that...
- External links 2009-08-09
- Using Trusts to Own Real Estate
- Trusts have been used as an entity to hold assets, such as real estate for hundreds. But, with each generation's trials and tribulations, trusts evolve to meet new challenges. The multiple-beneficiary trusts now can be used to expand the fit-tax exclusion. It took someone with a tolerance for risk to...
- White papers 2003-01-01
- Reflections on the New Ohio Law on Taxation of Trusts
- This paper suggests that Ohio taxpayer trusts must file an estimated Ohio income tax declaration and pay 67-1/2 percent of such estimated tax by September 16, 2002 if the trust's estimated 2002 Ohio income tax is more than $500. Presently, the Ohio Tax Commissioner has waived this estimated filing requirement...
- White papers 2002-09-01
- Commercial Trusts As Business Organizations: An Invitation To Comparatists
- This article examines whether commercial trusts might be useful in non-U.S. transactions. It proceeds by redacting to fundamental principles, shorn of any uniquely U.S.-specific considerations, and thereby making accessible to foreign lawyers as well as comparative-law scholars. This framework differentiates commercial from gratuitous trusts, and addresses such basic questions, as...
- White papers 2003-01-01
- Oil Price Helps Trusts Sustain Current Rate of Distribution
- Kurt Wulff McDep Associates submits: Just as income stocks are resisting market decline relatively more, oil the commodity is also doing better than stocks in general when measured by current price to 200-day average. Both features are combined in buy-recommended Canadian Oil Sands Trust (COSWF.PK), which announced on July...
- External links 2008-08-27
- Dark shadow of terrorism gives holiday trusts a day in the sun.
- Nov 17, 2002 (The Sun-Herald - ABIX via COMTEX) Australian holiday property trusts have gained nearly 20 per cent in value in the year ending 31 October 2002. The popularity of property trusts as safe havens and the trend of Australians having holidays at ...
- Research articles 2002-11-17
- Investment Trusts Trading at Discounts in U.K.: Hedge Funds Ready to Pounce?
- Market Folly submits: The Financial Times ran an interesting story on Monday entitled “Activist Minnows Eye Investment Trusts”. The article suggested that many UK investment trusts (closed-end investment funds that trade like equities) offer great value because they are on sale at substantial discounts of up to 50%...
- External links 2009-09-25
- IRS changes tune on taxation of secular trusts. (Internal Revenue Service)
- A ruling by the Internal Revenue Service IRS has complicated the tax status of distributions from employer-funded secular trusts. Letter Ruling 9417013 concludes that participants in plans with secular trusts would be taxed on each year's vested accruedA ruling by the Internal Revenue Service IRS has complicated the tax status...
- Research articles 1994-09-12
- TAM says no exclusion for Crummey powers on trusts. (IRS technical advice memorandum)
- The IRS issued a technical advice memorandum on a case involving a Donor who created three Crummey trusts to provide for several children, grandchildren, and great-grandchildren and distributed income to the various trusts claiming annual exclusions. The The IRS issued a technical advice memorandum on a case involving a Donor...
- Research articles 1996-09-02
- Abusive welfare benefit trusts targeted by IRS.(United States Internal Revenue Service)(Brief Article)
- Abusive welfare benefit trusts are being targeted by the IRS. Employers use welfare trusts to provide various benefits to workers... medical insurance, disability protection and life insurance coverage. Abusive welfare benefit trusts are being targeted by the IRS. Employers use welfare trusts to provide...
- Research articles 2003-04-25
- IRS rules on personal-residence trusts.
- IRS is revising rules on personal-residence trusts. Such trusts give homeowners an opportunity to freeze the estate-tax value of homes... goal is to fix value of home at its worth when trust and gift take place. A typical trust lasts several years b IRS is...
- Research articles 1996-05-03
- "Crummey trusts" remain on IRS hit list.
- Some "Crummey trusts" remain on the IRS hit list. Crummey trusts, which are named for a '68 Appeals Court case the IRS lost, give beneficiaries the annual right to demand up to $10,000 from trust. That way, the maker of the trust can claim Some...
- Research articles 1996-08-09
- Horejsi Trusts Extend Their Tender Offer and Announce Plans to Appeal Federal Court Order Upholding Neuberger Berman Real Estate Income Fund Inc.'s Poison Pill
- BOULDER, Colo. -- The Lola Brown Trust No. 1B and the Ernest Horejsi Trust No. 1B (the "Horejsi Trusts") announced today that they expect to appeal a federal district court order issued on October 22, 2004, upholding the validity of the Stockholder Rights Agreement, or "poison pill" adopted by Neuberger...
- Research articles 2004-10-26
- Funding stale trusts: what you should know when faced with an unfunded trust
- With the proliferation of family trusts over the last two decades, and the misinformation provided by some promoters of these trusts, tax practitioners now have to deal with more cases of unfunded--or stale--trusts. Most of these involve the typical family trust, which has not funded any of the sub-trusts...
- Research articles 2005-05-01
- Trusts keep heads above growing clouds.
- Byline: Ben Wilmot Oct 09, 2005 (The Australian Financial Review - ABIX via COMTEX) -- The 4.5 fall in the value of Australian equities in the week ending 7 October 2005 ...
- Research articles 2005-10-09
- Property trusts calm down.
- Dec 20, 2001 BRW ABIX via COMTEX -- There will be a levelling off in the returns of property trusts listed on the sharemarket in Australia in 2002. A director of UBS Warburg Australia, Mark Ebbinghaus, says that individual investors should consider medium-sized property...
- Research articles 2001-12-19
- Turmoil Spreads to British Unit Trusts.
- By Jeff Prestridge, Financial Mail on Sunday, London Knight Ridder/Tribune Business News Nov. 25--Turmoil caused mainly by falling share prices in a specialist sector of the investment world has spread to unit trusts. Analysis of the returns registered by leading fund managers...
- Research articles 2001-11-25
- Pru IHT trusts are set to ride civil partners wave.(Prudential Corporation PLC offers trusts proudcts, inheritance tax)
- PRUDENTIAL is poised to take advantage of recent civil partnership arrangements with three new IHT trusts, an investment specialist has said. Keith Churchouse, director of Churchouse Financial Planning Limited in Surrey, said three new IHT oriented trusts from Prudential trusts were well timed...
- Research articles 2006-02-09
- Multiple beneficiary trusts owning S firm shares.
- Trusts with multiple beneficiaries can own shares in S firms. To qualify, these trusts can have only individuals, an estate or a charity as beneficiaries, and no interest in trusts can be acquired by purchase. Trusts must also file an election with IRS to be an S...
- Research articles 2002-06-07
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