Wealth Strategies Journal
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Column: Choices
Donald Kozusko
 
Choices focuses on evaluating alternatives and helping advisors know about the choices available to them, how to evaluate those choices, and how to explain those choices and their analysis to their clients.
 
 
 
Reciprocal Trust Doctrine Threatens Family Decision-Making  
The increase in the number and value of family trusts in the United States has been accompanied by an evolution, even revolution, in the ways in which families participate in trust decision-making. Now, there are signs that the IRS undermine this progress by expanding the restrictions it applies to trust decisions it characterizes as tax-sensitive

 

 
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