, October 06, 2022

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  Jun 09, 2022

NY Power of Attorney: Bill Requiring Notice to Co-Trustee or Co-Beneficiary Passes Legislature, But Has Serious Problems!

The new law would literally be a breaking development as it is unworkable....

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  Mar 12, 2022

Tax Deadlines for 2021 Tax Returns

April 18 for the federal income tax return. See the post for deadlines for state, partnership, corporation, and fiduciary income tax returns....

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  Feb 14, 2022

🔑 The Backdoor Step-Up in Basis for Intentionally Defective Grantor Trusts

A strategy for high net worth taxpayers....

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  Feb 11, 2022

🔑 Even Under Common-Law Rule Against Perpetuities, Trusts Can Last for Over a Century

An example of how a trust created under this rule can benefit a lineal descendant six generations below the transferor....

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  Feb 09, 2022

Peak Trust Company is Expanding to Delaware

On February 8, 2022, Peak Trust Company announced that it received conditional approval for a national charter and will open an office under this charter in Wilmington, Delaware in June 2022....

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