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8 Entries tagged with “Decanting Trusts”

Amending an Irrevocable Trust: The Dos and Don'ts of Decanting

Decanting Trusts, Trust Modification, Irrevocable Trust, IRT, Estate Planning, Tax Planning,

By Whitney L. Sorrell, JD, CPA, MBA | Contributing Guest Writer, Sorrell Law Firm, PLCDecanting is an increasingly popular way to add flexibility to irrevocable trusts (IRT). It's also a...

Battle of the States: Dynasty Trusts

Trusts, Irrevocable Trust, Decanting Trusts,

By: Steven J. Oshins, Esq., AEP (Distinguished)While many estate planning practitioners have made use of these Dynasty Trust states, there are still many who have not yet expanded their practices...

Before You Pour: A Few Tax Considerations When Decanting

Trusts, Trust Modification, Irrevocable Trust, Decanting Trusts,

by Matthew T. McClintock, JD | Vice President - Education, WealthCounselAs we continue to dig deeper into trust decanting, there are some tax considerations that every estate planner be...

How to Increase Law Firm Revenue with Trust Decanting (September 2015)

Irrevocable Trusts, Decanting Trusts, Legal Marketing, Practice Development, Client Communications,

Practice Development Showcase: How to Increase Law Firm Revenue with Trust Decanting

Irrevocable Trusts, Decanting Trusts, Legal Marketing, Practice Development,

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