Estate planning

New trust reporting and disclosure rules are coming Fallback Image Decorative pattern

Advisor's Edge

New trust reporting and disclosure rules are coming

The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information

By Margaret O’Sullivan |March 27, 2020

3 min read

Dealing with an overly broad (or narrow) encroachment clause Dealing with an overly broad (or narrow) encroachment clause

Advisor's Edge

Dealing with an overly broad (or narrow) encroachment clause

Exercising discretion with estate assets in trusts

By James Dolan |February 7, 2020

3 min read

Avoiding a dependant’s relief claim Avoiding a dependant’s relief claim

Advisor's Edge

Avoiding a dependant’s relief claim

A recent court case illustrates the risks that come with longer lives

By Akua Carmichael |February 7, 2020

4 min read

Help your farmer clients maintain their tax advantages, Part 3 Fallback Image Decorative pattern

Estate Planning

Help your farmer clients maintain their tax advantages, Part 3

Be aware of the rules and considerations for a tax-deferred property transfer

By Rebecca Hett |February 6, 2020

2 min read