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Part 8 of 8 Estate Planning Tax Series: Joint Trusts: Does it Take Two (Revocable Trusts) to Make a Thing Go Right?

**This is a previously recorded program, originally recorded on May 17, 2017.
With higher estate tax exemptions and fewer clients being subject to estate tax, some practitioners believe that the time is ripe to incorporate the joint trust into estate planning for separate property jurisdictions. This presentation will introduce practitioners to the basics of joint trust planning, dispel some of the misconceptions about joint trusts, and highlight the challenges that arise in administering joint trusts from funding through termination.
This program was sponsored by the Estate Planning Committee of the D.C. Bar Taxation Community.
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D.C. Bar member price: $40.00

Nonmember: $60.00

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