Sentences with phrase «alter testamentary»

Not exact matches

Altering an existing testamentary instrument will guarantee problems with proving the will.

However, the changes to the taxation of testamentary trusts will likely make alter ego and joint partner trusts a more attractive estate planning vehicle for some.

Testamentary trusts have made more sense than alter ego and joint partner trusts for many people for some time, but that may change:

We create estate plans utilizing wills, representation agreements, powers of attorney, alter ego trusts, inter vivos and testamentary trusts.

While much of what has changed makes sense in the government's determination to remove the preferential treatment allowed through testamentary trusts, there is one change affecting life interest trusts including spousal, alter - ego, and joint - partner trusts, leaving many to suggest there is room for a correction of some.