KEY ROLES
Settlor
A person or institution that conveys ownership of a property or creates a trust; a.k.a. creator/grantor/trustor.
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Company
KEY ROLES
A person or institution that conveys ownership of a property or creates a trust; a.k.a. creator/grantor/trustor.
Family Trust
An irrevocable trust that allows a portion of your estate to pass to your descendants free of estate tax.
Gift Tax
May be levied by the government on the value of a gift made prior to death to be paid by the beneficiary. Giving a gift may reduce the amount of estate tax exemption available upon death.
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