The Modern Revocable Trust

The high federal estate tax exemption may have reduced the urgency of estate tax planning, but it does not reduce its critical importance.  Herewith, an examination of the broad utility of modern revocable trusts, including:

• -The traditional vs. modern revocable trust
• -Trustee, protector, and other positions
• -Drafting changes
• -The new planning environment
• -Ancillary steps

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