2020-03-12 14:15
Blog post
Why TI-TRUST?
Why TI-TRUST?
2026-03-10 14:00News
Don't Forget to Fund the Trust
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Are you ready to answer client questions about Trump Accounts, which become available this year? The IRS delivered preliminary guidance in December. Thoughts on the new tax-preferred saving opportunity for children are in this issue of Estate Planning Briefs.
Also in this issue: • Adult adoptee is held a descendant • Trust terms create an intestacy • An inheritance promised in a pre-nup will not be an administration expense • Don’t forget to fund the trust • Spousal abandonment? • Ignorance does not invalidate a disclaimer When you or your clients need fiduciary services, please consider TI-TRUST, Inc.
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Topics: Personal Trust
About TI-TRUST, Inc.
TI-TRUST is a leading provider of fiduciary services for Retirement Plans, 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 our clients' trust and confidence. Founded sixty-five years ago in Quincy, Illinois, we have locations in Illinois and Missouri and hold over $20 billion in managed assets for individuals and institutions nationwide.
Contacts
Executive Vice President, Personal Trust
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