Trustees are often given discretion over the circumstances under which a distribution may be made from a trust to a beneficiary.

As America stands on the cusp of the largest wealth transfer in history, both inheritors and creators are increasingly ...

Woman sought to have large inheritance placed in fully discretionary trust to avoid losing disability benefits ...

Many advisers assume that any deed will allow for streaming, but this is not always the case, a legal expert has warned.

TappAlpha, a fintech company dedicated to making advanced investing accessible, celebrates the six-month milestone of its ...

intelliflo, a cloud-based technology solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers.

Ariel Fund declined -0.66% in the quarter, falling shy of Russell 2500 Value and Russell 2500 Indices, which returned -0.26% ...

Conversely, the trustee uses discretion when distributing income from a complex or discretionary trust. Distributions from the principal and those made to charities are permitted. Schedule K-1 is ...

Following a busy year of product developments, the global cloud-based technology solutions provider has unveiled another enhancement for its principal product offering.

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund offers a high dividend yield of 9.2% and monthly distributions.