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Marital Deduction Subtrust Funding 10/2022 action guide

Marital Deduction Subtrust Funding 10/2022 action guide

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

Authors

    Original Author

  • David B. Gaw

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