This article explores the strategic use of this election, highlighting its potential to optimize tax outcomes for both trusts and beneficiaries while cautioning against its pitfalls.

If you’ve just inherited a windfall from a deceased relative’s trust, you’re likely wondering, “How does a beneficiary get ...

FORT WORTH, Texas, Oct. 21, 2022 /PRNewswire/ -- PermRock Royalty Trust (PRT) (the "Trust") today declared a monthly cash distribution to record holders of its trust units representing beneficial ...

Shareholders should not assume that the source of a distribution from the Trust is net income or profit. A distribution comprised in whole or in part by a return of capital does not necessarily ...

On May 1, 2025, David F. Johnson presented his paper, “Trust Distributions in Texas,” to the Tarrant County Probate Bar Association. His presentation covered the construction of trusts, various ...

Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in ...

The Trust, through its subsidiaries, invests in a diversified group of private businesses ("Private Company Partners") primarily through structured equity. The primary goal of our structured equity ...

The Gabelli Utility Trust announces $0.05 monthly distributions for July, August, and September 2025, subject to Board review and modification. The Gabelli Utility Trust's Board of Trustees has ...

Distribution rates are not performance and are calculated by summing the Trust's monthly distribution per share over four quarters and dividing by the net asset value or market price per share, as ...