Tax and Non Tax Considerations when Drafting Irrevocable Trusts

Private Wealth Services attorney Kenny Jefferson authored an article for the Probate & Property magazine, a publication of the American Bar Association's Real Property, Trust & Estate Law section, about drafting irrevocable trusts. The article provides a guide for helping clients identify and work through some fundamental decisions so the final product will reflect their non-tax and tax objectives. He also highlights other considerations raised by charitable trusts, grantor retained annuity trusts, irrevocable life insurance trusts and other special purpose trusts.

READ: Tax and Non-Tax Considerations when Drafting Irrevocable Trusts