Marital Deduction Subtrust Funding
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.
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
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Table of Contents
Table of Contents
- I. Preliminary Analysis
- II. Initial Steps in Funding
- III. Determining Allocation Targets and Making Adjustments
- IV. Allocating Assets
- V. Asset Allocation Agreement
Table of Contents
Authors
Authors
Filing Instructions
Filing Instructions
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