Is the two-trust plan the proper document to use when drafting a testamentary trust for a married couple?
The Two-Trust Plan profile is designed to create two trusts for the surviving spouse for estate tax planning purposes, so it really depends on whether you need trusts for estate tax planning, or if you need a testamentary trust for the surviving spouse for reasons other than estate tax planning.
Limited Access
This content is for InterActive Legal subscribers only.
If you are an InterActive Legal subscriber, please login to view this content.
If you are a non-drafting user, your access is limited to recommended software training classes.
Recommended Software Training for Non-Drafting Users
If your subscription has expired and you would like to renew, please email renewals@interactivelegal.com
If you need additional assistance, please email
customerservice@interactivelegal.com
Comments are closed.