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Insights: Trust & Estate Planning
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Recent posts
Adem Tumerkan • Recent
Charitable Remainder Trusts: Tax & Estate Planning Guide for Financial Advisors
Discover how Charitable Remainder Trusts (CRTs) can help clients avoid capital gains tax, provide income, and create a charitable legacy, enhancing your financial advisory practice.
Tax StrategiesPlanning StrategiesTrust & Estate Planning
Adem Tumerkan • Recent
OBBBA and Charitable Giving: How the New Tax Rules Reduce Deductions
Beginning in 2026, OBBBA changes how charitable deductions work for high earners. Learn how the new rules affect giving—and planning strategies to consider
Tax Strategies
Adem Tumerkan • Recent
Successor Trustee Responsibilities: What It Means When You’re Your Parent’s Trustee
Learn what it means to be named successor trustee, including fiduciary duties, legal responsibilities, and common risks when managing a parent’s trust.
Financial Advisor
All Posts
Adem Tumerkan • Recent
Special Needs Trusts Explained: First-Party vs Third-Party & Why It Matters
Learn the difference between first- and third-party special needs trusts and how proper planning helps protect Medicaid, SSI, and family assets.
Financial AdvisorDunham Trust
Adem Tumerkan • Recent
Why Wealth Fails Across Generations - and How Families Can Stop It
Why do most family fortunes disappear? Markets aren’t the cause. This piece explores why wealth fails across generations & how families can reduce the risk
Financial AdvisorDunham Trust