How wealthy families use grantor trusts, dynasty trusts, offshore structures and shell companies to legally protect billions ...

Editor’s note: This is part seven of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for ...

Estate taxes are a form of transfer tax that affects the very wealthy. For multimillionaire households, avoiding the estate tax is a significant issue. One tool that households can use to try to ...

Editor’s note: This is part 16 — and the final article — of a series about the fundamental principles of using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness ...

The wealthy want to use Trump-era tax cuts but don't want to lose access to their riches. They can have their cake and eat it too by using spousal lifetime-access trusts, or "SLATs." Lawyers told ...

Estate and gift tax rules are shifting quickly, and the window to lock in today's generous exemptions is closing as the 2026 ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The One Big Beautiful Bill Act of 2025 introduces significant changes to ...

It's easy to see why charitable remainder trusts, or CRTs, continue to grow in popularity. You get to eat your cake and have it, too. CRTs allow donors to sell appreciated stock without paying capital ...

A charitable remainder unitrust provides art collectors looking to sell with a stream of income and a smaller tax burden than ...

A: Some lawyers recommend that you use your Social Security number for a revocable trust, while other lawyers suggest that ...