Resources
California Carnage: Incomplete Non-Grantor Trusts are Dead (But Long Live COMPLETED Gifts?) By Jonathan Mintz, Senior Managing Director
On July 10, 2023 California Governor Gavin Newsom approved Infrastructure and Budget Legislation. The bill, SB 131 changes the law in California to cause income in INCOMPLETE non-grantor trusts to be counted as California income...
Read MoreThe Power of Irrevocable Foreign Grantor Trusts for Non-U.S. Taxpayers
If you are a non-U.S. taxpayer looking to build a business or invest in the U.S., consider the Irrevocable Foreign Grantor Trust.
Read MoreBitcoin’s Economic Promise: Unveiling its Role in America’s Fiscal Future and Global Dominance
Explore topics related to Bitcoin's role in solving economic challenges, its integration into estate planning, the importance of trust structures, the maturation of the Bitcoin market, and the changing landscape of global finance.
Read MoreWealth Management From A Bitcoin Perspective
Here are a handful of dynamic perspectives you wouldn’t hear from your typical multi-family office, but you can count on hearing them our Co-Founder Matt McClintock.
Read MoreInsights on Bitcoin ETFs and Behavioral Finance
Explore the latest developments in the world of bitcoin and the complexities of estate planning with digital assets...
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