GENERAL
Estate Planning
The management of how assets will be transferred to beneficiaries when an individual passes away.
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Company
GENERAL
The management of how assets will be transferred to beneficiaries when an individual passes away.
Decanting Provision
A method by which a trustee may remove or modify trust provisions from an irrevocable trust by pouring/distributing the trust assets from an old trust into a new trust.
Divisible Pot Trust
A single irrevocable trust for all beneficiaries where distributions can be made to any beneficiary at the trustee’s discretion as opposed to separate trusts for each beneficiary.
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