Successful trust design includes careful beneficiary and trustee selection and proper structuring of distribution standards
- Attorney will gain an understanding of what design factors to consider in order to achieve optimal beneficiary divorce asset protection
When and how to utilize nuptial agreements in estate planning, including drafting in the requirement for a nuptial agreement as a condition to obtaining beneficial interest in an estate
How to set up a Spousal Lifetime Access Trust (SLAT) to lock-in estate tax exemption now
Designing a SLAT that meets your client’s needs and stands strong against IRS examination
- Trustee selection, distribution standard, retention of control, and the use of a trust protector
- How much settlor involvement is okay? How much is too much?