Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. The One Big Beautiful Bill Act (OBBBA) is now law. One of the myriads ...

Following retreats on CGT changes and a heavily criticised “death tax” on testamentary trusts, the government is looking for ...

Explains the RNPO exemption framework under the Income-tax Act, 2025, covering Application, Deemed Application, Accumulation and tax ...

If you have extra funds and want to support a cause, a charitable trust might be an option. “A charitable trust can only be set up to give money to a charitable cause, but it also is a valued way to ...

For information about Conrad Teitell’s publications and lectures visit: taxwisegiving.com. For information about Cummings & Lockwood visit: cl-law.com. Why a charitable lead trust? With the monthly ...

Accountant and financial planner Charles McLucas Jr. vividly recalls the first time he crafted a charitable remainder trust. A couple in Northern California owned a glass business and the building it ...

Illinois State Treasurer Michael Frerichs has announced $195,000 in Charitable Trust grants to 10 nonprofit organizations – ...

Middle aged senior old couple holding documents reading paper bills paying bank loan online, calculating pension fees, payments, taxes, planning family retirement money finances using laptop at home.

Trustees have a duty to diversify charitable remainder trust (CRT) investments. Let’s look at the diversification of investment rules applicable to all trusts and then home in on cases involving CRTs.