Insight on Estate Planning - August/September 2012


In This Issue:

- Decanting breathes new life into an old trust

- Estate planning 101: Choosing a trustee for your living trust

- Is your estate liquid enough to cover estate taxes?

- Estate Planning Pitfall: You haven’t covered all your bases since your divorce

Excerpt from Decanting breathes new life into an old trust

Decanting a bottle of wine — that is, pouring it into another container — helps to remove sediment and allows the wine to “breathe.” In the same vein, decanting can breathe new life into an irrevocable trust. This process, which is permitted in many states, allows a trustee to use his or her distribution powers to “pour” funds from one trust into another trust with different terms.

Please see full newsletter below for more information.

LOADING PDF: If there are any problems, click here to download the file.

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Adler Pollock & Sheehan P.C. | Attorney Advertising

Written by:


Adler Pollock & Sheehan P.C. on:

JD Supra Readers' Choice 2016 Awards
Reporters on Deadline

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:

Sign up to create your digest using LinkedIn*

*By using the service, you signify your acceptance of JD Supra's Privacy Policy.

Already signed up? Log in here

*With LinkedIn, you don't need to create a separate login to manage your free JD Supra account, and we can make suggestions based on your needs and interests. We will not post anything on LinkedIn in your name. Or, sign up using your email address.