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Trusts that Pass “Carried Interest” to Heirs Gaining Popularity in the Financial Sector

Trusts that Pass “Carried Interest” to Heirs Gaining Popularity in the Financial Sector

by FamilyTrust | Feb 19, 2014 | Trust & Estate Blog, Trust Rules

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...
Loan From Trust To Buy A House Can Be At Zero Percent Interest, But May Not Be Best Option

Loan From Trust To Buy A House Can Be At Zero Percent Interest, But May Not Be Best Option

by FamilyTrust | Sep 25, 2013 | Taxes, Trust & Estate Blog, Trust Rules, Trustees

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...

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