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Articles Posted in Orange County Estate Planning Attorney

What is a Grantor Retained Annuity Trust?
Law Office of Jonathan D. Alexander, Esq.

A grantor retained annuity trust (“Grat”) is a type of irrevocable trust that allows the creator (the “Grantor”) to avoid or minimize gift and estate taxes while retaining the right to receive an annuity payment.  How Does a GRAT Work? Here’s a high-level overview of how a GRAT operates:  What are the Benefits of a…

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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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10 Things You Should Know about Funding a Revocable Living Trust 
Law Office of Jonathan D. Alexander, Esq.

Most of my clients create living trust centered estate plans. Living trusts have several advantages over will-centered estate plans. Drafting the living trust; however, is just the first step. Properly funding your trust is critical to ensure that you are prepared for the future. An error in the funding process could result in your assets…

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14 Benefits of a Living Trust
Law Office of Jonathan D. Alexander, Esq.

A living trust is a legal document that describes how you want to transfer your assets when you die. In this fashion, it’s like a will but creating a living trust centered estate plan has several advantages. It allows you to avoid probate. The transfer of your assets can remain confidential. If you merely have…

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Top 10 Reasons Why Estate Planning is Important
Law Office of Jonathan D. Alexander, Esq.

10 Reasons Why It’s Important to Have an Estate Plan Proper estate planning ensures that you control the distribution of your assets. It also protects your family, avoids taxes, and eliminates future controversies. Bottom line, it makes sure you have a trusted party to protect your affairs. If you want your loved ones and assets…

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