Wednesday, March 3, 2010
Using a Disclaimer to Fund Spousal Trust
Routinely I have used a disclaimer to fund spousal trusts, and here is a great NY Times article on that very topic. Saying 'no thanks' to an Inheritance" does a very nice job of explaining the state of the estate tax and how a disclaimer trust works as well as its obstacles.
Melinda Gustafson Gervasi is a Madison attorney and author whose current practice focuses on estate planning and probate. She is committed to increasing the public’s understanding of estate planning and probate issues. In 2013 she released her first book, Middle Class Philanthropist where she illustrates how anyone can leave a legacy. Gustafson Gervasi Law Office, LLC, 5555 Odana Rd., Suite 205, Madison, WI 53719
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