In a groundbreaking decision that could reshape the landscape of California estate law, the Court of Appeal in the Second District Division Four ...

The Supreme Court appears to be leaning toward a Catholic charitable organization pushing back against the state of Wisconsin ...

Reportedly, Ratan Tata allocated Rs 3,800 crore to the Ratan Tata Endowment Foundation and the Ratan Tata Endowment Trust.

DAFs and private foundations go about helping charities (and those who donate) in different ways. Each comes with its own ...

Planning for a successful retirement isn't just about saving enough, it's about creating a reliable mix of income streams that can support your lifestyle in a tax-efficient and sustainable way.

Betty White wasn’t just America’s beloved “Golden Girl”—she was also a passionate, lifelong advocate for animal welfare. As a ...

For business owners considering a sale, a charitable remainder unitrust may result in a more favorable financial alternative ...

While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

The Pew Charitable Trusts’ housing policy initiative provides data and analysis to help policymakers better understand how an increase in co-living options could expand the availability of housing and ...

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...