2020-03-12 14:15
Blog post
Why TI-TRUST?
Why TI-TRUST?
2024-07-17 17:00News
Company-Owned Life Insurance Goes to the Supreme Court
The U.S. Supreme Court has spoken on the estate taxation of company-owned life insurance and whether a stock redemption obligation will reduce a company’s value for estate tax purposes. For details on bad news for small business owners in Connelly v. U.S., see this TI-TRUST, Inc. Estate Planning Brief.
Also in this issue:
• The limits of the taxing power
• RMDs not needed from certain inherited IRAs this year
• Pet trust requirements
• Electronic signature on a will denied
• When is a loan really a gift?
• Children are “relatives”
When you or your clients need fiduciary services, please remember TI-TRUST, Inc.
Topics: Personal Trust
About TI-TRUST, Inc.
TI-TRUST is a leading provider of fiduciary services for Employee Benefits, Personal Trust, and Farm Services. With solid core values and decades of proven commitment to high ethical standards, our experienced team of financial, legal, and administrative professionals is dedicated to earning and maintaining the trust and confidence of our clients. Founded more than sixty years ago in Quincy, Illinois, today, we have locations in five states and hold more than $16 billion in managed assets for individuals and institutions nationwide.
Contacts
Executive Vice President, Personal Trust
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