Trusts
5 articles
Trusts
The Duties of an ILIT Trustee
June 26, 2026
An irrevocable life insurance trust only delivers the tax benefit if the trustee runs it correctly. Crummey notices, premium funding, policy oversight, and audit-ready records are the job. A walkthrough of what an ILIT trustee actually does, and where the role most often breaks down.
Read more →
Trust Administration
QSBS Stacking Trusts: How They Work and Who Should Run Them
June 16, 2026
A founder can multiply the Section 1202 exclusion by gifting QSBS into non-grantor trusts. Here is how stacking works, which trust types earn a separate exclusion, the §643(f) risk to watch, and how to choose the trustee who will run it.
Read more →
Trusts
Rabbi Trusts: Funding, 409A Rules, and Choosing a Trustee
June 8, 2026
A rabbi trust funds non-qualified deferred compensation while keeping the assets reachable by the employer's creditors. The structure protects the executive from a change of heart but not from insolvency. A walkthrough of the mechanics, funding choices, 409A rules, and how to pick a trustee.
Read more →
Trusts
The Nevada Advantage
March 11, 2026
Nevada has emerged as the nation's most forward-leaning trust jurisdiction, combining modern statutes, strong asset-protection laws, and a business-friendly regulatory environment.
Read more →
Trusts
So Now You're a Beneficiary
March 10, 2026
A plain-language guide to understanding your trust, your rights as a beneficiary, and how to work with your trustee.
Read more →