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Are you ready to answer client questions about Trump Accounts, which become available this year? The IRS delivered preliminary guidance in December. Thoughts on the new tax-preferred saving opportunity for children are in this issue of Estate Planning Briefs.
Also in this issue:
• Adult adoptee is held a descendant
• Trust terms create an intestacy
• An inheritance promised in a pre-nup will not be an administration expense
• Don’t forget to fund the trust
• Spousal abandonment
• Ignorance does not invalidate a disclaimer
When you are in need of fiduciary services, please keep Two Rivers Trust Co. in mind.
Sincerely,
Marsha Harbert, CTFA
Senior Trust Officer
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