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August 2, 2017
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March 20, 2017
One common trust that people use for estate planning is the Irrevocable Life Insurance Trust (ILIT). At its most basic, this is an irrevocable, un-amendable trust that a grantor funds with a life insurance policy. The grantor names the trust as the beneficiary of the l...
March 7, 2017
A Crummey Trust, named after the 1968 court case, Crummey v. Commissioner, 25 TCM (CCH) 772, gives a grantor the ability to transfer assets to beneficiaries, (usually minor children) in a way that allows the grantor to maintain some control while avoiding gift and esta...
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