If a trust is part of your estate plan, congratulations! You have taken a big step towards making sure that your assets will be managed and distributed in accordance with your wishes. But just having a trust agreement in place is not the end of the story. Once your trust has been established by executing the agreement ownership of your assets need to be transferred to the trustee. A trust without assets is like an empty treasure chest. Read More >
Fill Your Treasure Chest
David Semmelman - Monday, June 15, 2015
Valar Morguhlis - "All Men Must Die"
David Semmelman - Monday, October 06, 2014
Valar Morguhlis[i] "All Men Must Die"
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Use of a Charitable Remainder Trust to Minimize the Tax Impact of Inversion
David Semmelman - Wednesday, September 24, 2014
An inversion occurs when there is a merger between a U. S. domestic corporation
and a foreign corporation and the resulting corporation is a foreign corporation.
One motivation for an inversion is the opportunity for the former U. S. corporation
to avoid being taxed in the United States on income that was derived from sales
outside of the United States. Read More >
Real Estate Myth #1
Kimberly Wisneski - Wednesday, August 06, 2014
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