“Trust Decanting” White Paper

Modernize and Optimize Irrevocable Trusts with Trust Decanting

In this insightful 7-page white paper, nationally renowned CPA and tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) explains how trust decanting can be used to improve outdated or inflexible irrevocable trusts. Learn when and how to decant, the legal and tax considerations involved, and how this powerful tool can help fix drafting errors, enhance asset protection, and align trust provisions with a client’s current needs. A practical guide for estate planners, attorneys, and tax professionals.