Incentive trusts, like other trusts, are established by a grantor who names a trustee and funds the trust with the grantor’s assets. The difference between incentive trusts and other trusts is that distributions are made only when a beneficiary achieves certain contingencies — such as attaining a college degree or getting married — that are […]
Month: August 2024
Tips for a Smoother Merger
The perfect storm is here, combining a disruptive political and economic environment, a generational workplace shift and incredibly quick transformations in technology. Businesses are struggling to keep up with the changes they need to make within the time frame they need to make them. One result of this storm is that companies are more often […]