Drafting Clayton QTIP Estate Plans
A recent InterActive Legal blog post discussed the benefits of using a Clayton QTIP. In this Subscriber Drafting Webinar, we will focus on how to draft an estate plan that incorporates this type of trust.
Browsing Tag
Clayton Rules
Have You Met Clayton?
Only when I began working with ILS documents did I learn what a great option the Clayton QTIP can be for flexibility in estate planning, as an alternative – or in addition to – a disclaimer plan. Had I not started working with ILS, I…
Ten Common Portability Mistakes and What You Need to Know to Avoid Them
This presentation is provided to help planners use the best strategies, and follow appropriate procedures, for assuring that married clients and surviving spouses are best situated from a tax, estate planning, and creditor protection…
Renounce the Disclaimer: Clayton Rules
Post-mortem flexibility is imperative for Elder Law practitioners and their clients. Careful attention must be given to potential income, estate and gift tax issues and potential disqualifying transfers for Medicaid. What is favorable from…
