Author: Brent Nelson

Planning for an estate that spans multiple international jurisdictions is challenging. One of the hardest aspects is to create a structure that allows family members

I have previously written about the complexity that the Secure Act has introduced to trust beneficiaries here and here.  I also previously suggested that under

There are two schools of thought on naming at trust as a beneficiary of an IRA: (1) NEVER DO IT, and (2) do it if

The SECURE Act became law on December 20, 2019. It changes quite a few of the rules relating to retirement plans, but there are really

It is easy to complain about control freaks. They cling onto projects, micro manage, don’t trust other people, and can be over bearing. But, being

The 2017 Tax Cuts and Jobs Act changed the rules dramatically with respect to S corporations in one particular: non-citizen non-resident shareholders. Before the change,