2020 – OUR 28th YEAR OF PUBLICATION! Volume XXVII • Number 2 • July / August 2020 INTRODUCTION. Parents and other relatives often establish financial accounts for minor children as a means of making a “controllable” gift to a minor. This is accomplished by establishing a custodial account at a financial institution for the benefit […]
How can you protect IRAs and other retirement plans? Patricia Donlevy-Rosen explains.
Howard Rosen discusses the tax consequences of implementing an offshore trust.