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Advanced Planning

2nd Annual Trust Decanting State Rankings Chart Released!

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Download the 2nd Annual Trust Decanting State Rankings Chart

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Why Offshore Trusts Do Make Sense (A Brief Story)

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Another Private Letter Ruling Approves NING Trust

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Steve Oshins & Bob Keebler on Berlinger v. Casselberry: Discretionary Trusts Available to Alimony Creditor Steve Leimberg’s Asset Protection Planning Newsletter

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Top Ten Reasons to Decant an Irrevocable Trust

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Year-End Gain Harvesting May Create Impressive Tax Savings, But Be Careful!

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New Tax Haven: Puerto Rico

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Should Your Clients Be Using the “OBIT” Instead of the AB?

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Advise Clients to “Shift” Opportunities Rather than Grab It Themselves

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