Estate Planning and Cross Border...
We were delighted to have been invited to...
What’s a GRAT? Should you...
A “Grantor Retained Annuity Trust”, more commonly known...
Mergers & Acquisitions: Interposing an...
*The concepts discussed in this blog are complex...
IRC Section 678 – Someone Other Than the Grantor is the Owner of Trust
In our 8th installment of the grantor trust series, Peter Harper, our managing director and CEO, explains IRC Section 678 and the circumstances...Read more
IRC Section 677 – When A Right to Income Makes a Trust a Grantor Trust
In this week's vlog, the managing director and CEO of Asena Advisors, Peter Harper examines Section 677 of the Internal Revenue Code: the Grantor...Read more
IRC Section 676 – How a Power of Revocation Makes a Trust a Grantor Trust
In the 6th installment of our Grantor Trust Series, Peter Harper, managing director and CEO of Asena Advisors, discusses Section 676 of the...Read more
IRC Section 675 – Do Your Trust Powers Make a Foreign Trust a Grantor Trust?
In this week’s vlog, the managing director and CEO of Asena Advisors, Peter Harper, discusses Section 675 of the Internal Revenue Code and...Read more
IRC Section 674 – Does Your Trustee Make Your Trust a Grantor Trust?
In this week's vlog, Peter Harper - the managing director and CEO of Asena Advisors - discusses Section 674 of the Internal Revenue...Read more
IRC Section 673 – Does the Grantor of Your Trust Have a Reversionary Interest?
In this installation, Peter Harper, the managing director and CEO of Asena Advisors discusses qualifications of a grantor trust and whether or not...Read more