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Trusts as Third Personal Tax Tool in Estate Planning
Basil Holder explains how a trust functions as a third person in tax and estate planning. A trust transfers property to a trustee for beneficiaries, with control over timing and amounts of income and principal, and can complement a will to provide confidentiality, probate avoidance, and tax planning advantages. He notes various trust types, benefits, limitations, and practical considerations including the role of banks and professional advisers.
MENTIONED IN THIS ARTICLE
Basil Holder
Black River Falls
Mr. Holder
Country Today
Eau Claire
Comprehensive Planning Services Inc
S. Barstow St