December 15, 2020, GEM 28 — For blended families, complex estate planning issues often arise as you try to balance the needs of your current spouse with those of your children. It is important to have proper documents in place if you want control over how your assets will be distributed upon your death.
This article reprint was published in the November 2020 issue of the BNA Tax Management Estates, Gifts and Trusts Journal and provides an overview of the Cameron Trust Case, which clarifies the creditor protection that is available through third-party and self-settled trusts.Please see important disclosures at the end of the article.
This article reprint was published in the Fall issue of Delaware Banker magazine and provides a discussion on why New Jersey residents are particularly well-positioned to save New Jersey income tax through the use of Delaware trusts.Please see important disclosures at the end of the article.
