Sentences with phrase «defective grantor»
Preparation and advisement regarding complex estate planning vehicles including: grantor retained annuity trusts, private foundations, self - canceling installment notes, charitable remainder and lead trusts, family limited partnerships, defective grantor trusts, irrevocable trusts, and revocable trusts
http://www.spesia-taylor.com/
Ms. Yazdchi's experience also includes drafting and implementing revocable trusts, financial and healthcare powers of attorney, more complex trust instruments such as irrevocable intentionally defective grantor trusts (IDGTs), and all aspects of trust and probate administration.
We design estate plans that include revocable and irrevocable trusts, including insurance trusts, generation skipping and dynasty trusts, grantor retained annuity trusts, intentionally defective grantor trusts, and charitable trusts as well as family limited liability companies and family limited partnerships, and private foundations.
Amy helps clients establish a variety of trusts to meet their planning goals including grantor retained annuity trusts and intentionally defective grantor trusts.
My estate planning practice includes drafting documents including wills, revocable trusts, powers of attorney, health care directives, pre - and post-marital agreements, irrevocable life insurance trusts (ILITs), intentional defective grantor trusts (IDGTs), grantor retained annuity trusts (GRATs), all types of partnership agreements and documents related to the formation and operation of limited liability companies (LLCs).
Grantor trusts are also often used for various strategies such as using intentionally defective grantor trusts with a «gift and note» concept in order to gain income and estate tax savings.
Not exact matches
A deed which conveys not only all the grantor's interests in and title to the property to the grantee, but also warrants that if the title is defective or has a «cloud» on it (such as mortgage claims, tax liens, title claims, judgments, or mechanic's liens against it) the grantee may hold the grantor liable.