Marital deduction subtrust funding : here's how and when to do it / David B. Gaw.
2025
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Author
Title
Marital deduction subtrust funding : here's how and when to do it / David B. Gaw.
Added Corporate Author
Variant Title
Cite as: Marital Deduction Subtrust Funding (Cal CEB Action Guide)
Imprint
Oakland, California : CEB, Continuing Education of the Bar - California, [2025]
Description
1 online resource : forms
Series
CEB action guide.
Formatted Contents Note
Preliminary Analysis
Initial Steps in Funding
Determining Allocation Targets and Making Adjustments
Allocating Assets
Asset Allocation Agreement
Appendixes
Tables.
Initial Steps in Funding
Determining Allocation Targets and Making Adjustments
Allocating Assets
Asset Allocation Agreement
Appendixes
Tables.
Summary
This guide provides a step-by-step approach to postmortem trust administration for the surviving spouse when there is a revocable living trust with a married couple as settlors. -- from publisher.
Note
"October 2025."
"32MDSF2500"--Title page verso
Appendices contain forms.
"We completed legal editing and anaylsis of authorities cited in this publication as of May 17, 2022 and monitored legal developments through July 11, 2022"--Page xv
"32MDSF2500"--Title page verso
Appendices contain forms.
"We completed legal editing and anaylsis of authorities cited in this publication as of May 17, 2022 and monitored legal developments through July 11, 2022"--Page xv
Source of Description
Print version.
Available in Other Form
Print version: Gaw, David B. Marital deduction subtrust funding. Oakland, California : CEB, Continuing Education of the Bar - California, [2022]
Access Note
Access restricted to subscribing institutions.
Linked Resources
Alternate Title
OnLaw (CEB)
Language
English
ISBN
9780762635634
Record Appears in