July 2021

Tax and Non Tax Considerations when Drafting Irrevocable Trusts

Probates & Property magazine, American Bar Association
Kenny N. Jefferson

Private Wealth Services attorney Kenny Jefferson authored an article for the Probate & Property magazine, a publication of the American Bar Association's Real Property, Trust & Estate Law section, about drafting irrevocable trusts. The article provides a guide for helping clients identify and work through some fundamental decisions so the final product will reflect their non-tax and tax objectives. He also highlights other considerations raised by charitable trusts, grantor retained annuity trusts, irrevocable life insurance trusts and other special purpose trusts.

READ: Tax and Non-Tax Considerations when Drafting Irrevocable Trusts

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