What’s an “Assignment and Nominee” agreement and what does it do? Prudent attorneys use such an agreement as a belt and suspenders approach to funding. We include this critical planning tool in each trust-based estate plan we create for our clients. See the following discussion of them by my friend and colleague Steve Hartnett, an estate planning expert.
Timothy P. Murphy is an estate planning and elder law attorney whose practice emphasizes helping people to build, preserve and pass on their wealth. He works with his clients to accomplish their goals while avoiding unnecessary court proceedings and minimizing or eliminating exposure to death taxes.
Latest posts by Timothy P. Murphy (see all)
- Things to Consider Before Deciding To Do Your Estate Plan on Your Own - October 26, 2021
- MYTH:Most People Have a Will and that’s All They Need - October 24, 2021
- The Error Free Estate Plan–Is It Possible? - October 22, 2021
