Trusts & Estates
Avoiding the High Post-ATRA Trust Tax Rates
By: Randy Gardner, J.D., LL.M., CPA, CFP®, Matthew T. McClintock, J.D., Leslie Daff, J.D., MBA®, Julie Welch, MSA, CPA, CFP®
Selecting the right trustee is essential for a successful plan. Our job as advisors is to help clients understand these issues in the initial planning phase and to later guide the trustee through successful and tax-efficient trust administration as the plan matures.
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