Trust Rules
Trusts that Pass "Carried Interest" to Heirs Gaining Popularity in the Financial Sector
A recent article from the Wall Street Journal’s (WSJ) online edition reported that the new generation of financial whiz-kids, private-equity firm and hedge fund executives in their 30s and 40s, are, for the first time for many of them, planning for their futures, and for their heirs’ future as well. This often involves making their…
Read MoreTrusts that Pass "Carried Interest" to Heirs Gaining Popularity in the Financial Sector
A recent article from the Wall Street Journal’s (WSJ) online edition reported that the new generation of financial whiz-kids, private-equity firm and hedge fund executives in their 30s and 40s, are, for the first time for many of them, planning for their futures, and for their heirs’ future as well. This often involves making their…
Read MoreLoan From Trust To Buy A House Can Be At Zero Percent Interest, But May Not Be Best Option
Using family financial trusts to lend money for the purchase of homes or property, as discussed from a financial perspective in the related news article below, more likely does not involve a legacy family property. With this type of transaction, the financial trust becomes something of a bank or landlord. These roles can expose trust…
Read MoreLoan From Trust To Buy A House Can Be At Zero Percent Interest, But May Not Be Best Option
Using family financial trusts to lend money for the purchase of homes or property, as discussed from a financial perspective in the related news article below, more likely does not involve a legacy family property. With this type of transaction, the financial trust becomes something of a bank or landlord. These roles can expose trust…
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