Insight on Estate Planning - February/March 2014

In This Issue:

- The BDIT: A trust with a twist

- Thanks, Grandma and Grandpa! 3 estate-planning-friendly strategies to pay for a grandchild’s college education

- Power of attorney abuse: What can you do about it?

- Estate Planning Pitfall: You’ve chosen your executor hastily

- Excerpt from The BDIT: A trust with a twist:

The beneficiary defective inheritor’s trust (BDIT) is a powerful estate planning tool that allows you to enjoy the benefits of a traditional trust without giving up control over your property. You can continue managing and using the BDIT assets without compromising the trust’s ability to reduce transfer taxes and shield assets from your creditors.

Please see full newsletter below for more information.

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Written by:

Published In:

Tax

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

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