Subtrusts
Found 4 free book(s)
DIVIDING A TRUST INTO SUBTRUSTS AFTER A SETTLOR S …
www.rushforth.netDIVIDING A TRUST INTO SUBTRUSTS AFTER A SETTLOR’S DEATH Funding Separate Subtrusts Created under a Trust by Layne T. Rushforth Section 1. Overview: This memo is directed to the trustee of a revocable trust where the trust requires the allocation of trust assets into two or more subtrusts at the time of the settlor’s death, or, in the
YOUR DUTIES AS TRUSTEE Guidelines for Trust Administration
www.rushforth.netYOUR DUTIES AS TRUSTEE Page 3 such a trust. (a) Instructions regarding the division of the trust into subtrusts are given in a separate memo titled “Dividing a Trust into Subtrusts after a Settlor’s Death”.
Planning for Inherited IRAs – Using an IRA Trust as ...
www.sfsp.netPlanning for Inherited IRAs – Using an IRA Trust as Beneficiary For Financial Professional Use Only 1 of 27 Legal and Tax Disclosure Columbus Life does not give legal or tax advice.
MAKING RETIREMENT BENEFITS PAYABLE TO TRU STS
www.theworkplace.bizTrustAsBene2013.wpd 4/4/13 MAKING RETIREMENT BENEFITS PAYABLE TO TRU STS By: Natalie B. Choate, Esq. Nutter, McClennen, & Fish/Boston MA This sem inar handout is an expanded version (it contain s more examples and discuss ion) of Chapter 6, plus