The Estate Planner, March/April 2021

G.P. Diminich, Cheryl Gordon, David Rectenwald, William Swindle
Shumaker, Loop & Kendrick, LLP
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Below is a brief glance of what you'll find in the March/April 2021 issue of The Estate Planner.

- Can beneficiaries borrow from a trust?

- Taking steps to protect your will from being contested

- Defined-value gifts - Plan carefully to avoid unpleasant tax surprises

- Estate Planning Red Flag: You own real estate in more than one state

Please see full publication below for more information.

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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.

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