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Continuation of a discussion of RLTs. In this episode we look at some of the terms and tax ramifications of the trust. While the trust is under the control of the Settlor/Creator while they are alive and well, it is important for a beneficiary to know why certain terms are included which might affect their ultimate inheritance.
By Pete WilliamsContinuation of a discussion of RLTs. In this episode we look at some of the terms and tax ramifications of the trust. While the trust is under the control of the Settlor/Creator while they are alive and well, it is important for a beneficiary to know why certain terms are included which might affect their ultimate inheritance.