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Entries tagged with “Joint Trust”

Deciding Whether to Use a Joint Trust or Separate Trusts for a Married Couple

Marital Planning, Joint Trust Revocable Living Trust, Sweetheart Trust,

by Jeramie J. Fortenberry, JD, LLM (Taxation) | Legal Education FacultyMost estate planning attorneys represent married couples that do not have taxable estates. Many of these couples have a simple...

Marital Planning in the Joint Trust: Balancing Income Tax, Transfer Tax, and Asset Protection Concerns

Revocable Living Trust, Joint Trust Clayton Election, Survivor's Trust, Wealth Docx,

by Brenda Geiger, JDMarital planning in the joint trust context can be complex. As counselors, we are often asked which plan a client should choose, and sometimes the answer isn't...

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