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Trusts Research & Guidance

Find the in-depth analysis, news, practice tools, and guidance you need on trusts from Bloomberg BNA Tax & Accounting. Bloomberg BNA offers a number of resources that provide insights on new policies and developments concerning every facet of trusts, including apportionment and payment, fiduciary liability, throwback rules, Uniform Trust Code, and more. Our team of leading practitioners gives you timely updates on best practices, and our products feature working papers, client letters, source documents, and sample forms to help you deal with any transaction.

Crummey Trusts| Dynasty Trusts| Grantor Trusts| Income Taxation of Trusts| Personal Life Insurance Trusts| Pooled Income Funds| Qualified Domestic Trusts| Revocable Inter Vivos Trusts| Throwback Rules| Trustees| Uniform Trust Code|
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For more than 50 years, Daily Tax Report® has helped leading practitioners and policymakers keep on the cutting edge ...
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This bimonthly review gives you an ongoing perspective on todays many estate planning topics, such as marital deduction ...
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This Portfolio describes the income, estate, and gift tax consequences of establishing a revocable or irrevocable life i ...
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This Portfolio examines the uses of and requirements applicable to dynasty trusts structured to have significantly long, ...
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This Portfolio provides detailed coverage of the rules governing the income taxation of estates, trusts, and their benef ...
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This Portfolio describes and analyzes the provisions of §§665-668 of the Internal Revenue Code, dealing with the income ...
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This Portfolio describes and analyzes the creation and use of revocable trusts for various estate planning benefits.
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This Portfolio covers the rules governing different types of investments available to trustees, income tax consequences ...
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This Portfolio explains in detail the federal income, estate, and gift taxation of foreign trusts and estates and their ...
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This Portfolio describes the rules governing the administration of charitable remainder trusts and relevant income, gift ...
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This Portfolio addresses transfers of partial interests in property under Chapter 14, and rules for transfers that quali ...
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This Portfolio analyzes the rules governing the qualifying of nongrantor charitable lead trusts, both inter vivos and te ...
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Gifts discusses the definition of “taxable gift” and analyzes when a transfer subject to the gift tax occurs.
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Gifts to Minors analyzes in detail the major income tax and transfer tax consequences of gifts to or for the benefit of ...
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The BNA Tax and Accounting Center is the only planning resource to offer expert analysis and practice tools from the wor ...
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This Portfolio describes the Uniform Trust Code (UTC) as promulgated by the National Conference of Commissioners on Unif ...