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Archive for January, 2011

January 31st, 2011

What is a Generation Skipping Trust?

(Estate Planners) - A generation skipping trust is not just designed for the elite or wealthy. This type of trust provides a great way to safeguard any family’s assets from excess tax, creditors and ex-spouses looking for their “share” of the estate, just to name a few. The generation skipping trust also protects assets that might grow with time, like stocks.

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January 24th, 2011

What is a Credit Shelter Trust?

(Estate Planners) - A credit shelter trust is sometimes referred to as a bypass trust. The credit shelter trust is intended to allow married couples to take full advantage of the lifetime exemption for estate taxes and minimize federal tax on their combined estates. This trust allows each individual a one-time exemption from estate or so-called death tax and gift tax.

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January 17th, 2011

What is a Constructive Trust?

(Estate Planners) - One type of trust that no one wants to be involved in is the constructive trust. The constructive trust is basically a legal concept that has been created by the courts against someone who – through wrongdoing, fraud, or other unconscionable act, obtains or holds legal rights to property that he or she is not entitled to keep or enjoy.

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January 10th, 2011

What is a Charitable Trust?

(Estate Planners) - Many people choose to set up a charitable trust to make gifts to their favorite non-profit organization. The charitable trust allows you to donate generously to your chosen charity while giving you and your heirs a substantial tax break. If you want to merely make a few small gifts to a charity, setting up a charitable trust is not necessary. Before setting up a charitable trust, you should talk the matter over with your estate planner.

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January 3rd, 2011

What is a Charitable Lead Trust?

(Estate Planners) - A growing number of people are choosing to take advantage of the charitable lead trust, a trust that is designed to provide income payments to a favorite charity for a fixed number of years, their entire lifetime, or a combination of the two. After a period of time, assets within a charitable lead trust are paid either to the grantor of the trust or to other beneficiaries that are named in the trust documents.

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