Tag: Spousal Lifetime Access Trusts

We Want to Draft Your Legacy

What are Benefits of a Revocable Trust?

June 15, 2022
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
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Do QTIP Trusts Help avoid Estate Taxes?

June 23, 2021
Right now, gifts to trusts can take advantage of high tax exemptions and remove future appreciation of assets from taxable estates. One example available to spouses is making a gift to a trust that allows for a qualified terminable interest property (QTIP) election.
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What Does SLAT Mean in Estate Planning?

June 1, 2021
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
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Your Estate Planning Checklist for 2021

January 29, 2021
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
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