Advanced Practice Network :: Authors of Success :: Oshins Team :: Trust Planning for the 21st Century: An Introduction to the Inheritor's Trust - Oshins & Lunn

Trust Planning for the 21st Century: An Introduction to the Inheritor's Trust - Oshins & Lunn

Trust Planning for the 21st Century: An Introduction to the Inheritor's Trust - Oshins & Lunn
Discover the benefits derived from a bypass trust including, avoiding estate tax at the death of a spouse, providing protection against creditors of the surviving spouse, and creating opportunities for surviving spouse to shift value to bypass trust in order to reduce the taxes that will be payable at the death of the surviving spouse.

An Inheritor's Trust is a special form of dynasty trust that is designed to receive an inheritance from a person who has not yet died. The concept originated from the desire to set up dynasty trusts for the benefit of our clients in the same way in which our clients set up dynasty trusts for their descendants.

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Product # SKU193
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