Tax Planning for Trust is Essential


Trusts form the heart of most estate plans and trusts and estate law.   We can help you plan for the future and reduce taxes.

Living Trusts

Living trusts allow grantors to place their assets into a trust while they are living. The grantor usually becomes the trustee and name's the beneficiary of the living trust. At the time of the grantor's death, the assets do not pass through the probate process, but transfer according to the rules of the trust. Most living trusts are revocable. Some living trusts, such as AB trusts, structure marital assets so that less estate tax will be due upon the death of each spouse. 

Irrevocable Trusts

Irrevocable trusts, such as life insurance trusts, exclude certain assets from the grantor's taxable estate. Testamentary trusts are created by a will and are most often used to administer assets for the benefit of a minor or disabled person.


For any questions or issue concerning Trust tax planning and preparation please do not hesitate to contact as.