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Family Wealth Planning

California trust tax planning for out-of-state trusts under FTB Ruling 2026-01

California trust tax planning for out-of-state trusts under FTB Ruling 2026-01

California Trust Tax Planning: What FTB Ruling 2026-01 Means for Out-of-State Trusts

New California FTB guidance may affect out-of-state trusts with California beneficiaries. Learn what FTB Ruling 2026-01 means and when a trust review may be appropriate.

Aug 174 min read

Trump Account illustration showing a $1,000 government contribution program for eligible children under the One Big Beautiful Bill Act.

Trump Account illustration showing a $1,000 government contribution program for eligible children under the One Big Beautiful Bill Act.

Is Your Child Eligible for a $1,000 Trump Account? Here's How It Works.

The One Big Beautiful Bill Act created Trump Accounts, including a potential $1,000 government contribution for eligible children born between 2025 and 2028. Learn who qualifies, contribution limits, investment rules, and key considerations for families.

May 283 min read

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“Schulman Lobel” is the brand name under which Schulman Lobel LLP and Schulman Lobel Advisors, LLC and its subsidiary entities provide professional services. Schulman Lobel LLP and Schulman Lobel Advisors, LLC and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Schulman Lobel LLP is a licensed independent CPA Firm that provides attest services to its clients, and Schulman Lobel Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Schulman Lobel Advisors, LLC and its subsidiary entities are not licensed CPA firms.

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