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What Is the Difference Between a Revocable and Irrevocable Trust?

  • Post author:Alton Moore
  • Post published:December 12, 2022
  • Post category:Trusts

First, a trust is a separate legal entity that is set up to hold assets during a person's lifetime that allows a third party (or trustee), to hold assets on…

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Revocable Living Trusts in California

  • Post author:Alton Moore
  • Post published:October 18, 2022
  • Post category:Estate Planning/Trusts

What Is a Revocable Living Trust in California? A California revocable living trust is a legal contract that allows individuals to continue to own and control their property while they…

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What Is a Trustee?

  • Post author:Alton Moore
  • Post published:September 19, 2022
  • Post category:Estate Planning/Trusts

Types of Trustees A trustee typically manages the assets of a trust. However, other common types of trustees include: Successor trustees: These trustees step manage revocable living trusts when the…

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How Are Special Needs Trusts Taxed?

  • Post author:Alton Moore
  • Post published:August 16, 2022
  • Post category:Estate Planning/Trusts

First-Party and Third-Party Trusts When speaking of special needs trusts (SNT), there are basically two types: A “self-settled” or “first-party” trust; andA “third-party” or “third-party supplemental needs” trust. A “first-party”…

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How Does a Trust End?

  • Post author:Alton Moore
  • Post published:July 26, 2022
  • Post category:Estate Planning/Trusts

What Is a Trust? A trust is an arrangement for your property consisting of an original owner (also known as a grantor, trustor, or settlor) of a property (i.e. bank…

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What Is a Probate Lawyer?

  • Post author:Alton Moore
  • Post published:July 19, 2022
  • Post category:Estate Planning/Trusts

What Does a Probate Attorney Do? Probate attorneys can take on the role of administrators, representatives, or executors of estates and if an executor of a will is already appointed,…

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What Is an AB Trust?

  • Post author:Alton Moore
  • Post published:June 17, 2022
  • Post category:Estate Planning/Trusts

Once a person dies and their last will and testament is examined to begin the process of distributing assets among the beneficiaries, the estate may be subject to hefty taxes…

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How To Set Up a Trust Fund

  • Post author:Alton Moore
  • Post published:May 18, 2022
  • Post category:Estate Planning/Trusts

A trust fund is one of the many tools of estate planning, the main purpose of which is to help you transfer funds, assets or property to family members, loved…

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What Is a Trust Fund?

  • Post author:Alton Moore
  • Post published:April 22, 2022
  • Post category:Estate Planning/Trusts

A trust fund is an independent legal entity and commonly used as an estate planning tool to control the distribution of someone's assets after they die or become incapacitated. A…

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Evolution Tax Legal - 2022

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  • About us
  • Practice Areas
    • Individual Tax Planning
    • International Business Tax Planning
    • Business Entity Formation Lawyer
    • Estate Planning
    • Trusts
    • View All+
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  • Blog
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