• RuthPGeorge

Summer Reading!

Summer Reading!

Trusts are an important component of estate planning and are created for a variety of reasons including tax planning, business succession planning, protecting beneficiaries from their own problems, protecting assets from creditors and privacy concerns. We have a variety of statutes in New York State that provide for default rules governing trusts. As well, federal regulations from the IRS come into play. I thoroughly enjoy helping clients determine if trusts may be appropriate for them given their particular situation.

That's why I enjoy reading books like the one pictured, "Fundamentals of Trust Accounting Income and Principal Rules" by Seymour Goldberg.

My fun reading!

#trust #trusts #trustaccounting #trustadministration

2 views0 comments

Recent Posts

See All

Getting Started With Estate Planning

Action is important. Life happens, and you want to be prepared, and creating your estate planning documents is about caring for yourself and your loved ones, both during life and upon your passing. It