David Y. Oh
November 16, 2022
With 529 plans, there can be both income tax and wealth transfer benefits for contributing to such accounts and using the funds to pay for qualified education expenses. Bryan Kirk and David Oh, Trust Counsel for Fiduciary Trust International, discuss 529 Plans from a tax planning and estate planning perspective.
Tax Law, Trusts & Estates
Bryan D. Kirk
March 11, 2021
Grantor trusts are a powerful and interesting technique that you are probably already using in your estate planning practice, but might not know it. Join Bryan Kirk from Fiduciary Trust International for an informative discussion about how to understand grantor trusts and why you need them in your practice.
Tax Law, Trusts & Estates
Anna K Soliman
October 2, 2020
What are you talking about with your trusts and estates clients about right now? On one hand, the last several months have overwhelmed us with new concerns about the pandemic, market movements and changes in law.
Trusts & Estates
Bryan D. Kirk
April 1, 2019
Being a trustee can be a thankless job. In addition to the basic tasks and responsibilities of the work, liability risk is a factor, as well as handling tension between family members and potentially other parties.
Trusts & Estates
Bryan D. Kirk
December 12, 2017
What do you do when a beneficiary demands more than they are entitled to? How do you balance the needs of a current income beneficiary and principal remainder men?
Tax Law, Trusts & Estates
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