Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, your grandchildren and beyond. Married couples have the possibility of establishing a joint ...
Joint revocable trusts enjoy popularity among clients while inviting debate among practitioners. For clients, joint revocable trusts provide a sense of simplicity that’s enticing in an estate tax ...
Private Letter Ruling 202009012 (released Feb. 28, 2020), reads as a cautionary tale for young attorneys (as well as counsel of all ages). Decedent and Spouse, residents of a community property state, ...
When are two living trusts better than one? When you’re the drafting attorney and get paid per document. Just thought I’d get that joke out of the way before the comments arise. The real answer is ...