IRS Tax Lien on Trust Property: What the Huckaby Case Means for You
|

IRS Tax Lien on Trust Property: What the Huckaby Case Means for You

Byadmin

Can the IRS reach property held in a trust to collect a tax debt? Yes — especially for self-settled trusts holding California real estate. The March 2026 ruling in United States v. Huckaby confirmed that an IRS tax lien trust property dispute is governed by where the property sits, not where the trust was formed….

Billionaire Wealth Tax: How the Ultra-Rich Plan Ahead

Billionaire Wealth Tax: How the Ultra-Rich Plan Ahead

Byadmin

How are billionaires responding to new state wealth taxes? As states like Washington and California propose taxes on the ultra-wealthy, billionaire wealth tax planning strategies — including dynasty trusts, IDGTs, and charitable trust structures — are surging in popularity among high-net-worth individuals and their advisors. A wave of state-level wealth tax proposals is reshaping the…