Tag: Irrevocable Trust

Strategic Partnership Meeting Email us

Blog

You Set Up Your SLAT Trust. What Are Your Next Steps?

If you have had a Spousal Lifetime Access Trust (SLAT) drafted to remove assets from your estate through strategic gifts to your spouse while you are alive, then you need to determine your next steps and follow through on them. You can repeatedly transfer selected assets as gifts into this irrevocable trust, but you will […]

What’s Involved in Funding an Irrevocable Living Trust?

You may have had an Irrevocable Living Trust drafted to strategically gift your assets with some added protection and tax benefits. Still, that trust won’t accomplish your objectives unless you fund it promptly while alive. Depending on the type and purpose of your trust, you may have several considerations involving the timing of asset transfer. […]

(248) 987-0400

Our Office Location in Bloomfield Hills, MI

40950 Woodward Ave #130, Suite A,
Bloomfield Hills, MI 48304

The information in this video is provided for general informational purposes only and may not reflect the current law in your jurisdiction. No information in this post should be construed as legal advice from the individual author or the law firm, nor is it intended to be a substitute for legal counsel on any subject matter. No reader of this post should act or refrain from acting based on any information included in or accessible through this post without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer licensed in the recipient’s state, country, or other appropriate licensing jurisdiction.