Trusts

I. Introduction. Even under normal circumstances, at some point after an irrevocable trust is created and funded, it may no longer serve the purpose for which it was originally intended. But what options are available to the grantor and trustees? In this entry, we will explore the possibilities, from applying the governing instrument’s own pertinent provisio

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Estate Planning

While interest rates continue to stay low and values of marketable securities and real estate are down, opportunities abound for estate planning to minimize the tax cost of transferring assets. In this entry we discuss three options that may be useful in current estate planning.