Tag Archives: trust beneficiaries

A Cautionary Tale

  Last week I met with a delightful couple in their early 80’s with a big problem.  Over 10 years ago, at the urging of their four children, these folks transferred to their kids a so-called “remainder interest” in the … Continue reading

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Beneficiary Designations: Are yours up-to-date?

When I meet with clients, I always discuss beneficiary designations.  These conversations are needed before any planning decisions are made.  We must review assets and confirm the current designations.  Once any new estate planning documents have been drafted and executed, … Continue reading

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Balancing the Needs of the Spouse and Children Using Disclaimers

The conclusion of my previous post alluded to an estate planning strategy that tries to balance the needs of the surviving spouse and children as trust beneficiaries by taking advantage of the surviving spouse’s disclaimer rights. This post will discuss … Continue reading

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Tried and True Trust Provisions May Not Always Be The Best Fit

Old habits die hard but recently I have found myself re-thinking some of the basic tenets of tried and true estate tax planning involving revocable trusts. This article discusses one such tenet, with others to follow in subsequent posts. Trusts … Continue reading

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