A revocable trust is treated the same as the individual for most purposes. But for some narrow purposes it can be treated differently. My friend and colleague Steve Hartnett, an estate planning expert, has written an informative blog on the subject. Read on to learn more.
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)
- Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification - September 22, 2021
- Donor Advised Funds: Too Good to Be True? - September 20, 2021
- How to Apply for Medi-Cal in California - September 18, 2021
