Category: Wealth planning

Pre-Mortem Will Validation

A few jurisdictions allow testators to road test their estate planning.

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The Unexpected Half-Life of A Terminating Grantor Trust or QSST

Focus on preventing an inadvertent end to S corp status.

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Progressive or Regressive?

Some contrarian questions about new-fangled trust codes.

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Letting Go of the Dead Hand

The shortcomings of traditional trust planning.

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