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Home / Archives for decanting

Changing “Irrevocable” Trusts Through Decanting

October 19, 2021 by Brandon McGee

Irrevocable Trusts are often included as part of a comprehensive estate plan and are usually established many years before they pay out or terminate. These trusts didn’t change with changes in beneficiary circumstances or with evolving legislation, but now they can. This article explores how. … [Read more...] about Changing “Irrevocable” Trusts Through Decanting

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, decanting, estate planning, irrevocable trust, trusts and estates, Uniform Trust Decanting Act

Modifying an Irrevocable Trust

July 1, 2020 by Brandon McGee

Irrevocable trusts often can be modified. They can be modified under the Uniform Trust Code or a state law decanting. Read on to learn more about how a modification of a trust can help. Modifying an Irrevocable Trust … [Read more...] about Modifying an Irrevocable Trust

Filed Under: Estate Planning, Legal Education Tagged With: decanting, modification, Uniform Trust Code

Consequences of Modifying an Irrevocable Trust

July 1, 2020 by Brandon McGee

Irrevocable trusts often can be modified. They can be modified under the Uniform Trust Code or a state law decanting. While these modifications may be determinative of the state law consequences, they may not determine federal tax consequences. Read on to learn more. Consequences of Modifying an Irrevocable Trust … [Read more...] about Consequences of Modifying an Irrevocable Trust

Filed Under: Estate Planning, Legal Education Tagged With: Bosch, decanting, modification, taxation, Uniform Trust Code

Estate Planning: The Simplest Plan is Usually Not the Best

June 12, 2020 by Brandon McGee

Clients often want the simplest estate planning solution possible. However, the simplest solution is doing nothing. Usually, doing nothing does not result in the desired outcome. Estate Planning: The Simplest Plan is Usually Not the Best … [Read more...] about Estate Planning: The Simplest Plan is Usually Not the Best

Filed Under: Estate Planning, Legal Education Tagged With: decanting, estate planning, trust, trust protector

Estate Planning: Simple is not Always Better

March 1, 2018 by Brandon McGee

Clients often want the simplest estate planning solution possible. While keeping it simple is an understandable goal, the simplest solutions are not often the best. This article shows a couple simple solutions for estate planning and why, in most circumstances, a living trust is at the center of a more robust estate plan and more likely to provide the desired protections. Estate Planning: Simple is not Always Better … [Read more...] about Estate Planning: Simple is not Always Better

Filed Under: Estate Planning, Legal Education Tagged With: decanting, estate planning, trust, trust protector

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Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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