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

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

Finally, trusts often protect the beneficiary from their own impulses to spend recklessly. By naming a successor trustee to control distributions from a trust, the protective nature of a trust is ...

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.

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.

Meanwhile, discretionary trusts give the trustees ... crucial to consider potential income tax implications on the trust before distribution. Capital Gains Tax (CGT): Transferring properties ...

Although we do anticipate a slight uptick in opportunistic, discretionary capital spending as we ... On December 16, 2024, CAPREIT declared a special non-cash distribution of $1.18 per Trust Unit, ...