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  • April – June 2017

    Old Irrevocable Trusts Makeover

     

    Checklist: Annual Review

     

    Recent Developments:

    • Nevada Domestic Asset Protection Trust protecting against spousal and child support claims
    • Portability: IRS issues procedure for relief of failure to file

     

    Planning Potpourri:

    • Definition of Estate Planning
    • Cloud Vaults
    • Schematics

    Old Irrevocable Trusts Makeover

    • Many people have old irrevocable trust that have been around for years. Do they really still serve your needs? Even though they are “irrevocable” there may be many ways to improve, modify or eliminate them. With the many changes in the tax laws and planning environment, revisiting these may be well worthwhile. This article reviews the steps to take and some of the many options available.
    Read more »
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