The key difference between a grantor trust and a non-grantor trust is how taxes are handled. In a grantor trust, the person who created the trust reports all trust income on their own tax return. In a ...

The grantor trust rules are found in an entirely separate section of the IRC from the gift and estate tax rules and, in many cases, the grantor trust rules follow a very different logic than the gift ...

Trusts are the invisible vaults where generational wealth quietly compounds away from taxes, lawsuits and public scrutiny. GOBankingRates asked ChatGPT to explain how the ultra-wealthy use these legal ...

Many articles have been written on planning with both grantor and non-grantor trusts for gift, estate and income tax planning purposes. Most articles focus on grantor trusts because of the flexibility ...

Learn about gifts in trust and how they help distribute assets according to the grantor's wishes and protect wealth for future generations.

Welcome to Talking T&E for Advisors, where Trusts and Estates Editor in Chief Susan Lipp and Jamie Hopkins, chief wealth officer at Bryn Mawr Trust, take seemingly complex estate planning issues and ...

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. As an advisor working with ultra-high-net-worth families, I ...

The Internal Revenue Service has provided a safe harbor for certain kinds of trusts enabling them to stake their digital assets without jeopardizing their tax status as investment trusts and grantor ...

The One Big Beautiful Bill Act will lead to a "renaissance" of income tax planning through non-grantor trusts that can "stack" the available savings, according to two experts. Processing Content In ...