This page is loaded with authoritative resources on trusts
This resources page is meant for those who want to gain a better understanding of trusts, from setting them up to using them effectively.
Trusts can be complex legal structures that can offer a range of benefits, including asset protection, tax savings, and flexibility in estate planning. However, navigating the world of trusts can be daunting, as there are various types of trusts with different legal requirements and tax implications.
Our list includes government resources, professional associations, financial information websites, and more. These resources provide guidance on how to set up trusts, choose the right type of trust for your needs, how trusts can be used to protect assets, and the tax implications of trusts. Whether you are a financial advisor, an estate planning attorney, or an individual looking to learn more about trusts, our list of authoritative resources can help guide you through the process.
Here are some official government resources available pertaining to trusts:
- Internal Revenue Service (IRS) – Trusts – The IRS provides information on the taxation of trusts, including types of trusts, tax rates, and filing requirements.
- The Federal Trade Commission (FTC) – Trusts – The FTC provides information on how to avoid scams and protect your assets in trust.
- Department of Justice – Trusts – The Department of Justice provides information on antitrust laws and enforcement actions, as well as guidance on compliance with these laws.
- Social Security Administration – Trusts – The Social Security Administration provides information on how trusts can affect Supplemental Security Income (SSI) and Medicaid eligibility.
- Securities and Exchange Commission (SEC) – Trusts – The SEC provides information on the regulation of investment trusts, including requirements for registration and disclosure.
- U.S. Government Publishing Office (GPO) – Trusts – The GPO provides access to federal statutes and regulations related to trusts.
Here are some additional authoritative resources on trusts:
- American Bar Association (ABA) – The ABA provides resources on trusts and estate planning, including information on different types of trusts, drafting documents, and tax considerations.
- The Trust Advisor – The Trust Advisor is a resource for professionals in the trust industry and offers news, analysis, and guidance on best practices.
- National Association of Estate Planners & Councils (NAEPC) – The NAEPC provides education and networking opportunities for estate planning professionals, including information on trusts.
- Bankrate – Bankrate is a financial information website that offers advice on trusts, including how to choose a trustee and types of trusts to consider.
- WealthManagement.com – WealthManagement.com is a resource for financial advisors and offers information on trusts, including how to structure them and tax considerations.
- The National Conference of State Legislatures (NCSL) – The NCSL provides information on state laws and regulations related to trusts.
Be sure that you work with a professional firm dedicated solely to trusts to ensure your trust(s) are set up properly and endowed with the strongest asset protection under the law.
Also, make sure you download our comprehensive guide to trusts. Just scroll up and input your email and the guide will be mailed to you for free!