Trust But Verify

Shenkman, Martin M.
April 2013
Financial Planning;Apr2013, Vol. 43 Issue 4, p43
The article offers information on the planning strategies to manage the possible challenges caused by the changes in trust investment rules. It states that it is possible to distribute income into a lower-bracket to avoid the 3.8% Medicare tax and the higher marginal income tax. It mentions that decanting income into a new trust would provide opportunity on income tax planning. It adds that it is best to invest 100% bonds in a bypass trust to limit growth potential.


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