Trust Backup Planning
Backup planning for a trust or estate plan starts with addressing bad day scenarios. Selecting an alternate trustee is not good enough when
Trusts should always take a holistic view of a client’s unique circumstances. This law office helps Clients to establish trusts tailored to their particular needs and wishes, taking into any account business requirements, family specifics, and relevant risk factors.
There are 5 categories of an EDB or Eligible Designated Beneficiary. As described in Section 401(a)(9)(E)(ii) of the code, an EDB is: The Surviving Spouse A minor child of the participant (but only until the age of majority is reached,…