Can a testamentary trust be used in combination with tax planning tools?
The intersection of testamentary trusts and tax planning is a powerful, yet often underutilized, strategy for wealth preservation and transfer. …
Can a testamentary trust be split later into sub-trusts?
Testamentary trusts, created within a will and taking effect after death, are powerful estate planning tools, but their flexibility after …
Can a Testamentary Trust be Contested?
Testamentary trusts, established within a will and taking effect upon death, offer a powerful means of controlling asset distribution long …
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These probate devices can be discussed with an experienced attorney handling wills and trusts. How do beneficiaries get paid from …
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Even if the intent is there, the courts often will not accept an invalid form of will. The executor must …
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It won’t take a lawyer much time to put your document together, but the lawyer can charge for their expertise …
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One alternative may be to establish a particular type of trust known as an intentionally defective grantor trust (IDGT). I …
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As you change estates, so will your life change. Who needs a trust instead of a will? Anyone who is …