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Trusts and Estates
Trusts and Estates

How exactly do those complicated trust accounts work? We take the complex matters and make them easy to understand. Find out everything you need to know to help protect and preserve your wealth now and in the years ahead.

An Overview of Trusts  
Updated: 01/01/2013
A trust can be a beneficial part of your estate plan.

Do I Really Need A Corporate Executor?  
Updated: 01/01/2013
Know the factors involved with naming an executor and when it is important to do so.

Whom Should I Choose as my Trustee?  
Updated: 01/01/2013
Find out why choosing a professional may be your best bet.

How to Save Your Property for Your Heirs and the Environment  
Updated: 01/01/2013
A conservation easement can help protect your estate from costly taxes while helping the environment.

Keys to Creating an Effective Trust  
Updated: 01/01/2013
Communication is key when drafting your trust agreement.

The Delaware Total Return Unitrust  
Updated: 01/01/2013
Balance the interests of your trust's income and future beneficiaries.

The Dynasty Trust: A Powerful Estate Planning Tool  
Updated: 01/01/2013
Pass your wealth onto your heirs for generations without excessive taxes.

Proper Planning Makes Estate Settlement Easier  
Updated: 01/01/2013
Help make the difficulty of your passing a bit easier for loved ones to bear.

Family Incentive Trusts Ensure Financial Responsibility  
Updated: 01/01/2013
Distribute wealth while passing on a strong work ethic.

Empowering the Next Generation  
Updated: 01/01/2013
Educate your children about your familys financial status without revealing more than you would like.

GRAT, GRUT, and QPRT: Estate Planning Tools that Differ by Degree  
Updated: 01/01/2013
Three trusts that may help you reduce estate taxes.

Business Succession through a GRAT  
Updated: 01/01/2013
One alternative for passing a business on to your heirs.

How to Build Flexibility in Your Estate Plan with the Discretionary Sprinkling Family Trust  
Updated: 01/01/2013
One option to reduce your taxable estate and protect assets for beneficiaries.

Case Study: How to Establish a Direction Trust  
Updated: 01/01/2013
Coordinate the efforts of both your investment manager and trustee.

Investment Control with a Direction Trust  
Updated: 01/01/2013
Maintain your long standing relationship with your investment manager while gaining a corporate trustees expertise.

Guidelines for Naming Your IRA Beneficiary  
Updated: 01/01/2013
Proper IRA beneficiary designations can help reduce the tax burden for your heirs.

Harmonize the Interests of Your Current and Future Beneficiaries  
Updated: 01/01/2013
An example of how the total return unitrust actually works.

Multi-Generational Estate Planning  
Updated: 01/01/2013
Determining what you will inherit from your parents is a critical aspect of estate planning.

How Multiple Residences Can Affect Your Living Will  
Updated: 01/01/2013
It is essential that your estate planning documents are updated in each of the states where you spend time.

The Use of Open Architecture by Corporate Trustees  
Updated: 01/01/2013
Gain insight into the popular open architecture style of investment management.

Durable and Medical Powers of Attorney and Living Wills  
Updated: 01/01/2013
Keep control of your own destiny with these important estate planning documents.

The Benefits of QTIP Trusts  
Updated: 01/01/2013
Provide for your spouse and protect your assets for future generations.

Qualified Personal Residence Trusts  
Updated: 01/01/2013
Transfer ownership of your residence to your children while minimizing gift and estate taxes.

Safeguard your Assets from Creditors and Potential Liability  
Updated: 01/01/2013
Find out how certain states compare when it comes to protecting your assets.

Making Sense of Spousal Trusts  
Updated: 01/01/2013
Providing a financial resource for your spouse after your death.

How to Provide for a Child with Special Needs  
Updated: 01/01/2013
A supplemental needs trust may help provide financial assistance for a disabled child.

The Blind Trust: An Executive Diversification Strategy  
Updated: 01/01/2013
Reduce portfolio risk and achieve diversification with this option for corporate insiders.

The Importance of a Will  
Updated: 01/01/2013
Ensure your wishes are carried out by creating a Will.

Private Annuities: A Case Study  
Updated: 01/01/2013
Defer taxes and preserve your income stream through private annuities.

The Role of the Family Office   Wilmington Trust
Updated: 01/01/2013
Preserve your wealth for generations through a well-managed plan.

Passing on Wealth-and Values-With Irrevocable Trusts  
Updated: 01/01/2013
Transfer wealth and pass on values to future generations in a tax smart way.



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