Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Tuesday, April 07, 2009
A Sexy Trust?
"It may seem hard to come up with a financial product with a name as unattractive as an 'intentionally defective grantor trust,'" says The Wall Street Journal. "Yet these days, in the world of estate planning, those words denote one sexy vehicle."
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