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When and How to Incentivize an Inheritance

If a beneficiary receives an inheritance outright, rather than in trust, there is little that can be done to prevent possible inadvisable use of the funds. Our trust lawyers take a closer look at a few key events and life stages that might prompt family to restructure assets and modify trusts for future heirs.
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Potential 40 Percent Inheritance Tax on Foreign Assets

  • December 14, 2016
  • Tax
Speculation of forthcoming tax law changes under the Trump Administration has been a prime topic of financial talks and news media since Election Day. However, another tax matter currently under review would impose an inheritance tax on foreign assets for some taxpayers.
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