Irrevocable Life Insurance Trust Checklist
On the surface the administration of an Irrevocable Life Insurance Trust (ILIT) looks rather simple, however, life insurance is a… Read More
Trust Administration
Irrevocable Life Insurance Trusts
Clients with a net worth high enough to be subject to the estate tax will often have substantial illiquid assets… Read More
Charitable Trusts
Charitable trusts are irrevocable trusts that include both taxable and non-taxable beneficiaries. They are popular estate planning vehicles that can… Read More
Special Needs Trusts
What are a Special Needs Trust (SNT)? A Special Needs Trust (SNT) is an irrevocable trust created to ensure that… Read More
Dynasty Trusts
What is a Dynasty Trust? A dynasty trust is an irrevocable trust that contains “dynasty” provisions that instruct the trustee… Read More
The Trust Settlement Process
Collect and Review All Documents As a trustee, we will collect and review all documents including the trust document, asset… Read More
Benefits of Nevada
“If I am from a state other than Nevada, why should I have my trust administered in Nevada?” Typically, if… Read More
What is a Trust?
A trust is a legal contract that involves three main parties: a grantor, a trustee, and a beneficiary. Grantor The… Read More
What is the Difference Between a Will and a Trust?
What is the Difference Between a Will and a Trust? The two most common documents in an estate plan are… Read More
Why Use a Corporate Trustee?
Appointing your trustee is one of the most important decisions you will make when creating or updating your estate plan.… Read More