Learn how trust funds work, their benefits, and the differences between revocable and irrevocable funds. Understand how they manage and protect assets for beneficiaries.

Depending on one’s personal situation, the choice between a grantor and non-grantor trust may be difficult and confusing to understand. After reading this article, someone making this decision will ...

Trusts can be useful in estate planning for passing on assets to your heirs. A grantor retained income trust (GRIT) is a specific type of trust that allows you to transfer assets while still ...

The estate planning process can be one of the most tedious and frustrating parts of developing a comprehensive financial plan. And, this can be particularly true for wealthy individuals. It took a lot ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. To understand the use of a tax reimbursement clause you need to first ...

Do you have assets that have dropped in value, but you expect those assets to recover over the next two or more years? Would you like to transfer some or all of that expected appreciation to your ...

In PLR 201729009 (released July 21, 2017), the Internal Revenue Service addressed the income and gift-tax ramifications of an incomplete non-grantor trust. Grantor Creates Irrevocable Trust The ...

When the grantor of a trust maintains certain powers with respect to the property that’s transferred in trust, that grantor will be treated as the owner of the trust property for income tax purposes ...

An IDGT is a type of irrevocable grantor trust. An irrevocable trust is one that can’t be changed once it’s established. In other words, once you create the trust and transfer assets into it, those ...

Both grantor and grantee can come with a variety of meanings, depending on the context. When it comes to the world of real estate transactions, the terms can apply to a few different situations.