Gifting Trust Sample

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The Wealth Docx® Irrevocable Trust System gives you the ability to create an irrevocable trust as a complex trust or as a grantor trust. The grantor trust has triggers that will keep the asset from the grantor’s estate, but cause the trust to be taxed to the grantor. Download the gifting trust sample document to see a full Table of Contents and the first four sections of the document—we think you'll like what you see.