Sham Trusts: When It’s Too Good to Be True

May/June 2025
Nebraska CPA
Read Time: Less than 1 minute

When it comes to tax strategies, if something sounds too good to be true, it probably is. In an article authored for Nebraska CPA Magazine, Clark Youngman and Nate Patterson examine sham trust strategies being marketed to taxpayers — including the Non-Grantor Irrevocable Complex Discretionary Spendthrift Trust and the Monetized Installment Sale Trust — to help advisors recognize these arrangements and protect the individuals and businesses they advise.

View the full article at the link below.

This content is made available for educational purposes only and to give you general information and a general understanding of the law, not to provide specific legal advice. By using this content, you understand there is no attorney-client relationship between you and the publisher. The content should not be used as a substitute for competent legal advice from a licensed professional attorney in your state.

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