By: Matthew F. Penater, J.D., LL.M. — matt@elvilleassociates.com For those of us who have established a trust, are a beneficiary of a trust, or are considering implementing a trust into […]

Tags: capital gain, income tax, tax, trust
Posted in Blog | Comments Off on Ensuring Trust Terms Are Drafted To Maximize Income Tax Savings

By: Olivia R. Holcombe-Volke, olivia@elvilleassociates.com Estate planning documents frequently contain vocabulary that is specific to the field of estate planning, and not commonly used by the world at large. The […]

Tags: estate planning, trust, will
Posted in Blog | Comments Off on Estate Planning Vocabulary