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  • Alvina H. Lo Esq.

Author

Alvina H. Lo Esq. 1 posts 0 comments

Alvina is responsible for wealth planning, strategic advice, and thought leadership for M&T Wilmington Trust’s Wealth Management division. She oversees a national team of wealth strategists, wealth planners, and thought leadership experts, who together, serve as advisors to high-net-worth individuals and families, business owners, entrepreneurs, foundations and endowments.

Legal Knowledgebase

A Beneficiary as Trust Owner: Decoding Section 678

Alvina H. Lo Esq. May 15, 2009
As a general rule, a trust is a taxpayer separate and independent of its grantor and its beneficiaries and is taxed in the same manner as an individual. There are, however, certain special rules and limitations to this taxing regime. One…
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Profile
  • [ils-saas-sso-login-default]
  • Home
  • Solutions
    • Wealth Transfer Planning
    • Elder Law Planning
    • Essential Estate Planning
    • Retirement Benefits Planning
    • Firearms Trust Planning
    • Law School Program
    • Educational Resources
    • Testimonials
  • CTA Resources
  • Academy
    • Estate Planning – Tax
    • Estate Planning – Basics
    • Faculty
    • CLE Approved
    • Tuition
    • FAQs
    • Attorney Reviews
    • Contact Us
  • Blog
  • Webinars
    • Hot Topics
    • All Access Pass
    • Roundtable
    • Drafting
    • On-Demand
  • Upcoming Events
  • Resources
    • Discussion Forum
    • Practitioner Referral Network
    • Legal Knowledgebase
    • Practice Development
    • Alliance Partners
    • Software Integrations
    • Legal Visionaries Podcast
    • Subscriber Alliance Badges
    • Referral Rewards
  • Support
  • Our Team
    • Special Advisors
    • Advisory Board
    • Press Releases
    • Careers
  • Search
  • Schedule a Demo
  • Contact

Welcome back, Letha Sgritta McDowell CELA

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