What is the difference between an A-B trust and a disclaimer trust in San Diego? The classic A-B trust has been around for years. The A-B trust was developed for spouses, and places the property, investments, accounts and assets of a married couple into a revocable trust known as an...
What is a Disclaimer Trust and Should We Consider it to Replace Our Existing Trust?
What is a disclaimer trust and should you consider replacing older trusts with a disclaimer trust? There has been a lot of conversation (and misinformation) on this topic, and it is important for our clients to understand the advantages and disadvantages of each option available to them as they plan...