Thompson & Knight Estate Planners Discuss Buying and Owning Homes for Trust Beneficiaries

Posted by: Bill Mureiko, Eric Reis, Sarah Woodberry, and Tyree Collier               Bill Mureiko, Eric Reis, Sarah Woodberry, and Tyree Collier gave a presentation on March 2, 2016, regarding the legal, tax, and practical considerations relevant to buying or otherwise supporting the purchase and ownership of homes for trust beneficiaries. The presentation addressed income tax issues, fiduciary duties, transfer tax issues, marital property issues, and Texas homestead issues.  To view the full presentation, click here.If you have any questions about owning homes through a trust or supporting a trust beneficiary’s ownership of a home, please contact one of us or any of the other Tax lawyers at Thompson & Knight.