Downsizing For Future Trustees
Downsizing on behalf of your future trustee makes a lot of sense for your estate. But, doing so is challenging. Here is a quick checklist.
Attorney and Law Office
Attorney and Law Office
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,…