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

By InterActive Legal Support Team Last updated Jun 7, 2024

On the Residuary Disposition interview screen, choose to leave property to descendants outright.

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InterActive Legal Support Team 14 posts 0 comments

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

Client’s wife does not have enough assets to fully utilize her exemption amount. He plans to grant his wife a testamentary General Power of Appointment (GPOA) over his assets in his revocable trust to fund a credit shelter trust if she predeceases him.

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

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