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Posts tagged "trustee"

New tax laws alter estate planning strategy

California estate planners and those who benefit from trusts and investment income have observed with interest as higher income taxes and the national 3.8% increase in investment income taxes take effect. This has substantially raised the tax bill for nearly all trusts, causing estate planners to look for creative ways to minimize the tax burden.

Disney twins meet in court to settle trust dispute

The Disney name is synonymous with fun and good times with family. But the Disney family itself is going through a tough time, as two of its members meet in court today to begin the legal process of settling a dispute over a $400 million trust.

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