When Trust Tax Rules Make Asset Protection More Expensive – 2.26.26

When Trust Tax Rules Make Asset Protection More Expensive – 2.26.26

From Baltimore Washington Financial Advisors Podcasts by BWFA

February 26, 2026 · 9 min

About this episode

Tessa speaks with Larry Post about the implications of trust taxation and asset protection strategies.

WHEN ASSET PROTECTION LEADS TO HIGHER TRUST TAXES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Senior Tax & Planning Advisor Larry Post about how trusts are taxed, why they often reach higher tax brackets quickly, and what trustees and beneficiaries should understand before filing. Learn more about how BWFA supports trustees and families through our Tax Planning services page. Read Full Description Trusts can be powerful estate planning tools, but they come with their own set of tax rules. Many people assume a trust is taxed the same way an individual is taxed. In reality, trust tax brackets are compressed, which means income can be taxed at higher rates much more quickly. In this episode of Healthy, Wealthy & Wise, Tessa speaks with BWFA Senior Tax & Planning Advisor Larry Post about how trusts are taxed, how income is treated inside a trust, and what trustees need to know when preparing annual filings. The conversation explains the difference between income that remains in the trust and income that is…

People in this episode

Hosts: Tessa Hall, Tessa

Guest: Larry Post

Topics covered

  • trust tax rules
  • asset protection
  • tax brackets
  • trustees
  • beneficiaries

Keywords

  • taxes
  • financial planning
  • wealth management

Mentioned in this episode

Places: BALTIMORE, WASHINGTON

More episodes of Baltimore Washington Financial Advisors Podcasts

Explore listener stats, chart rankings, contacts and more on the Baltimore Washington Financial Advisors Podcasts podcast page.