September 30, 2019

The Crummey trust: Still relevant after all these years

September 30, 2019
LEGAL UPDATES
By Scott G. Husaby

Traditionally, trusts used in estate planning contain “Crummey” withdrawal powers to ensure that contributions qualify for the annual gift tax exclusion. Today, the exclusion allows you to give up to $15,000 per year ($30,000…

September 30, 2019
PUBLISHED ARTICLES, RESTAURANT FINANCE
By Dennis Monroe

The Monitor’s annual Top 200 franchisee ranking makes it clear that most of the larger multi-unit operators in the ranking operate multiple concepts. This has been a trend for the past 15 years. It’s…

Monroe Moxness Berg has provided legal and financial expertise in business law, finance, mergers and acquisitions, intellectual property, franchise and distribution, estate planning, taxation, wealth preservation, real estate, land use, employment, and commercial litigation for more than 35 years.

September 30, 2019

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The Crummey trust: Still relevant after all these years

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