Navigating the Post-SECURE Act Landscape

Published on September 17, 2024

Optimizing beneficiary and charitable outcomes with testamentary charitable remainder trusts.

Continue reading on website
Other news

Using Special Purpose Trusts for Donating S Corporation Shares

September 17, 2024
A strategy for making charitable giving less taxing.

Guarding Crypto Is a Lucrative Business and Wall Street Wants In

September 17, 2024
Firms such as Coinbase Global Inc. and BitGo Inc. have been among the dominant service providers so far in the crypto custody business.