Combining Trusts to Reduce Complexity And Costs Can Be Harder Than You Think

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Combining Trusts to Reduce Complexity And Costs Can Be Harder Than You Think

Trusts and Estates Quarterly; Vol. 30, Issue 3 (2024)

Credit(s):

1 Self-Study Credit
1 Legal Specialization in Estate Planning; Trust & Probate Law

Course Number:

TE_Vol30_Issue3_2

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Category: Trusts & Estates

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Throughout the course of estate planning, clients often establish several trusts to accomplish estate planning advantages. For example, a client may establish an irrevocable life insurance trust to avoid estate tax on a life insurance policy; a grantor retained annuity trust to avoid tax on the appreciation of a specific asset; an intentionally defective grantor trust to which the client sells assets to transfer appreciation after the sale without incurring transfer taxes; a Crummey trust to gift the amount of the annual gift tax exclusion; a qualified personal residence trust to transfer appreciation on a residence in a tax effective manner; a spousal lifetime access trust to use up the unified credit before it is reduced by changes to the law; as well as trusts that are established by a client’s living trust when the client dies. Consequently, when the client dies, the client’s children and grandchildren learn that there may be multiple trusts that will be administered for their benefit.

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