A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries. The trustee who oversees the trust can use their discretion in determining when and how ...

Discretionary Trusts Present Vulnerabilities to Beneficiaries Without Prenuptial Agreements In New York, assets held in trusts established and funded by a third-party for the benefit of a spouse ...

The First Trust Consumer Discretionary AlphaDEX ETF (FXD) was launched on 05/08/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Consumer Discretionary ETFs ...

However, for many families, the discretionary trust largely owes its existence to suspicion of — and mistrust of — those associated with the trust creator’s family and/or parties dealing ...

With a discretionary trust, the trust pays taxes at higher rates. For example, in 2024, if income exceeds $15,200 the tax rate would be 37%, but an individual would not be paying 37% until the ...

Super funds and discretionary trusts, when used correctly, remain powerful tools for long-term wealth creation and intergenerational planning.

ITAT Mumbai held that Private Discretionary Trust whose income is chargeable to tax at maximum marginal rate is not leviable to pay surcharge if the slab rates are below Rs. 50 Lakhs. Accordingly, ...

Understand the complexities of merging inheritance trusts with revocable trusts for Medicaid spend-down protection. Learn why third-party trusts are treated differently and how to safeguard assets.