Recently, a client came into our office with a request for an estate plan that initially appeared to be typical, but it contained an interesting twist. He wanted to: (1) have an estate plan prepared to minimize estate taxes at his death (nothing new there); (2) restrict his spouse, who was a spendthrift, from frittering away his assets after his death as he wanted assets left for his son (nor there); and (3) (the twist) give his spouse autonomy over some of the trust assets so that his spouse
All access premium subscription
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.
Questions about your account or how to access content?
Contact: [email protected]