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 Can I Serve as Trustee and Still Exclude Trust Assets from My Taxable Estate?
0
By Harry Margolis
In Estate and Gift Taxes, Irrevocable Trusts
Posted November 1, 2021

Can I Serve as Trustee and Still Exclude Trust Assets from My Taxable Estate?

Question: I am creating irrevocable trusts for my children and grandchildren about which I have several questions: To exclude assets from my taxable estate can I be the trustee during my [...]

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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)

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