Second Quarter Briefing

Last year Congress considered amending the grantor trust rules via the Build Back Better Act.  The legislation stalled over inflation concerns.  However, in a recent hearing before the House Ways and Means Committee, Treasury Secretary Janet Yellen revealed that the IRS is contemplating regulatory changes that could affect the utility of this estate planning strategy.  Details in this quarterly of TI-Trust, Inc eBriefs.

Also in this issue:

• Divorce alters estate plan

• Healthy collections

• Student loans and tax refunds

• The movable trust

• Better late than never

• When it’s too good to be true, it isn’t true

When you or your clients are in need of fiduciary services, please keep TI-TRUST in mind.