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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "spousal lifetime access trust"
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 Can We Use Funds from Our SLATs to Assist Our Son?
0
By Harry Margolis
In Estate and Gift Taxes, Irrevocable Trusts
Posted October 16, 2024

Can We Use Funds from Our SLATs to Assist Our Son?

Question: My husband and I have SLATs set up. The only beneficiaries are our son and 2 grandsons. Our son lost his job and has been looking without luck for 4 months for a new one. He is very [...]

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 What Documentation is Needed to Show HEMS Standard in Trust was Followed?
0
By Harry Margolis
In Irrevocable Trusts
Posted March 29, 2023

What Documentation is Needed to Show HEMS Standard in Trust was Followed?

Question: My husband and I both set up Spousal Lifetime Access Trusts. The trusts state that the trustee may distribute to the beneficiary as much of the income and principal as such trustee may [...]

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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

Read Sample Chapters

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