Articles Posted in irrevocable trusts

What is a Charitable Remainder Trust?
Law Office of Jonathan D. Alexander, Esq.

A charitable remainder trust or (CRT) is a type of irrevocable trust that allows the person who creates it (called the “Grantor”) to receive income from the trust and even split the income with other beneficiaries for a period of time.  After the period expires, the assets that remain in the trust are gifted to…

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What is a Spousal Lifetime Access Trust?
Law Office of Jonathan D. Alexander, Esq.

A Spousal Lifetime Access Trust or “SLAT” is a special type of irrevocable trust.  A SLAT is created by one spouse for the benefit of the other.  The spouse who creates the SLAT is referred to as the grantor and the spouse who receives gifts from the SLAT is referred to as the beneficiary spouse. …

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What is a QTIP Trust?
Law Office of Jonathan D. Alexander, Esq.

A QTIP trust or a qualified terminable interest in property trust is a type of irrevocable trust that allows the person who creates the trust (the Grantor) to provide for a surviving spouse during her life but also maintain control over the trust’s assets once the surviving spouse dies.  The QTIP may be set up…

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