Archive for February 2021
The Beneficiary Controlled Trust as the Centerpiece of the Estate Plan
By Steven J. Oshins, Esq., AEP (Distinguished) INTRODUCTION Most estate planning attorneys draft trusts that make mandatory distributions to the beneficiaries upon reaching certain ages. For example, many trusts pay out one-third upon the beneficiary reaching age 25, one-half of the balance upon the beneficiary reaching age 30 and the balance upon the beneficiary reaching…
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