The grantor outlines the terms and conditions of the trust, specifying how and when assets should be distributed. By setting up a trust, the grantor can ensure their assets are managed according ...

The current Congress is mulling making major changes to grantor trust rules. These changes would likely make future grantor trusts have little or no estate or gift tax value. But most everyone ...

Leading with Philanthropy. A charitable lead trust is an irrevocable trust designed to provide charitable support to Bowdoin for a period of time, before funds remaining in the trust are returned to ...