Place a house in a IDGT (swapping power)

By InterActive Legal Support Team Last updated Jun 5, 2024

In the past when a user has asked about a profile for an IDGT, it has been recommended you could start with the “Grantor Trust for Descendants Only; GST planning (married).

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InterActive Legal Support Team 14 posts 0 comments

Could we include language that allows a disinterested trustee to prevent a beneficiary from withdrawing staggered amounts of principal from a designated separate trust if the trustee foresees the possibility of the beneficiary being named as a defendant in a lawsuit or becoming involved in a divorce?

Create conduit sub-trusts for retirement benefits for minor children in the Essentials Planning Practice System

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InterActive Legal Content Support is designed for drafting questions and explaining options within the program, and we cannot advise on legal matters or best practices.

For substantive questions, we recommend seeking input from other members of the InterActive Legal community by posting your question to our Estate Planning and Elder Law Discussion Forum. That will allow you to obtain other perspectives on the best structure of the plan, and it is possible that others more familiar with your state law will be able to provide additional guidance.

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Place a house in a IDGT (swapping power)

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