Blog: Trusts and Estates

Funding & Implementing Irrevocable Trusts


In Trusts and Estates | On October 25, 2015

If you’re creating an irrevocable trust, you can’t just sign the trust document and go on your way.  To fulfill your gift tax goals, income tax goals, or other planning goals, you also have to fund the irrevocable trust. The first question is whether the irrevocable trust will or won’t be a grantor trust.  In […]

Should I Rely on Portability or Bypass Trusts to Avoid Estate Tax?


In Trusts and Estates | On September 25, 2014

In the wake of the 2013 tax act, the great estate planning question confronting many couples in planning to reduce or eliminate federal estate tax is whether to rely on “portability”— the ability of a surviving spouse to “port over” the unused estate/gift tax exemption left by his or her deceased spouse — or instead […]

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