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Marital Deduction Subtrust Funding

This guide provides a step-by-step approach to postmortem trust administration for the surviving spouse when there is a revocable living trust with a married couple as settlors.

This guide provides a step-by-step approach to postmortem trust administration for the surviving spouse when there is a revocable living trust with a married couple as settlors.

Coverage includes:

  • Preliminary Analysis
  • Making Outright Nonprorata Distributions
  • Identifying Subtrusts To Be Funded At First Death
  • Creating Spreadsheets
  • Determining Allocation Targets and Making Adjustments
  • Allocating Assets
  • Asset Allocation Agreement
       
OnLAW ES96960

Web access for one user.

 

$ 159.00
Print ES11969

 

 

$ 159.00

This guide provides a step-by-step approach to postmortem trust administration for the surviving spouse when there is a revocable living trust with a married couple as settlors.

Coverage includes:

  • Preliminary Analysis
  • Making Outright Nonprorata Distributions
  • Identifying Subtrusts To Be Funded At First Death
  • Creating Spreadsheets
  • Determining Allocation Targets and Making Adjustments
  • Allocating Assets
  • Asset Allocation Agreement
       
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP Publication
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP Publication