Blended family want different actions to be taken depending on whether H passes first or W passes first

By InterActive Legal Support Team Last updated Jun 7, 2024

For a blended family situation where different actions are desired depending on whether H or W passes first, we recommend against using the Joint Revocable Trust (JRT).

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InterActive Legal Support Team 14 posts 0 comments

Create a credit shelter trust, then a GST reverse QTIP as to any difference between available GST exemption and CST amount, then give balance to spouse outright.

Separate GST trusts for children, which will be distributed outright to grandchildren upon each child’s death

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Blended family want different actions to be taken depending on whether H passes first or W passes first

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