Sentences with phrase «irrevocable trust designed»

A tax - exempt irrevocable trust designed to reduce the taxable income of individuals by first dispersing income to the beneficiaries of the trust for a specified period of time and then donating the remainder of the trust to the designated charity.

Irrevocable trust designed to exclude life insurance proceeds from the deceased's taxable estate while providing liquidity to the estate and / or the trusts» beneficiaries

Authorized by federal law, a special needs trust is an irrevocable trust designed specifically to hold assets for a beneficiary so that the funds do not disqualify the recipient from needs - based government benefits.

Not exact matches

Irrevocable trust funded by gifts by its grantor; designed to shift future appreciation on quickly appreciating assets to the next generation during the grantor's lifetime

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.