Estate Planning

Name trustees for clients with disability trusts Fallback Image Decorative pattern

Estate Planning

Name trustees for clients with disability trusts

Liz and Mike are both accountants in their late 40s. Their only child, Jordan, is 16 and has Down syndrome. He’s living a happy, fulfilling life, and his parents plan to put away money to cover needs he may have after they pass away. They want to create a Henson Trust, a fully discretionary trust that can grow to any amount without affecting certain means-tested government benefits. Since the trustee will have full control over distributions, choosing the right person is critical.

By Evelyn Juan |June 6, 2014

5 min read

5 reasons to use a private foundation Fallback Image Decorative pattern

Estate Planning

5 reasons to use a private foundation

Private foundations have become more popular over the last 10 years.

By Margaret O’Sullivan |May 26, 2014

3 min read

Help a widow sell her business Fallback Image Decorative pattern

Estate Planning

Help a widow sell her business

How to get the maximum sale price for a company

By Suzanne Sharma |May 16, 2014

10 min read

3 tricky trust rules Fallback Image Decorative pattern

Estate Planning

3 tricky trust rules

One misstep can mean a big tax bill or thwarted intentions

By Elaine Blades |May 16, 2014

5 min read