Discretionary beneficiaries are individuals or entities eligible for trust, insurance, or retirement distributions based on conditions set by the grantor. Learn their role and impact.

In New York, assets held in trusts established and funded by a third-party for the benefit of a spouse are excluded from the marital property estate; however, if the beneficiary has access to a ...

In this episode of The Property Nerds podcast, hosts Arjun Paliwal, Jack Fouracre, and Adrian Lee sit down with Ronesh Hargovind to explore the complexities of using trusts in property investment.

AJ Bell worked with Technical Connection to develop the trust deeds that are designed to give advisers access to flexible, ...

In Berlinger v. Casselberry, Case No. 2D12-6470, 6 (Fla. 2d DCA Nov. 27, 2013), the Florida Second District Court of Appeal upheld a writ of garnishment issued by a trial court against the trustee of ...