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. |
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| 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 Why do I need A Trust? Setting the Stage for Decision-making Recent Tax Guidance on Private Trust Companies, Family Co-Trustees and Distribution Committees: Notice 2008-63 | |