What’s trending on NP Trusts & Estates

July 03, 2019

NP Trusts & Estates Blog

Author(s): Deborah L. Anderson, Mary-Benham B. Nygren, Nicole A. Place

The benefits of using a Charitable Lead Trust, what a distributee is and what they mean for your estate plan and more. Here’s what’s trending in estate planning and wealth management.

Estate and Gift Planning

Why use a Charitable Lead Trust (CLT)?

Use of a Charitable Lead Trust (CLT) can accomplish multiple goals of income, gift and estate tax savings while providing benefit to charity as well as family members.—Deborah L. Anderson

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What is a distributee and what do they mean for your estate plan?

Do you understand how distributees play a role in your estate plan?—Nicole A. Place

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Income Tax

Individual Taxpayer Identification Numbers expiring December 31, 2019

ITINs, which do expire, are used by persons who are required to make U.S. tax filings and payments but are not eligible for Social Security Numbers. The IRS just issued information on ITINs which are expired or will expire on December 31, 2019.—Mary-Benham B. Nygren

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The foregoing has been prepared for the general information of clients and friends of the firm. It is not meant to provide legal advice with respect to any specific matter and should not be acted upon without professional counsel. If you have any questions or require any further information regarding these or other related matters, please contact your regular Nixon Peabody LLP representative. This material may be considered advertising under certain rules of professional conduct.

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