Irrevocable Gift or Crummey Trust

This handout is designed to illustrate the use of an Irrevocable “Crummey” Trust (“Crummey Trust”) in an estate planning context and answer some questions you may have with regard to its use. Read more

Qualified Personal Residence Trust

This handout is designed to illustrate the use of a Qualified Personal Residence Trust (“QPRT”) in an estate planning context and answer some questions you may have with regard to its use. Read more

Core Estate Planning Documents

This handout is designed to illustrate the need for certain core estate planning documents for someone who resides in California and answer some questions you may have with respect to each document. Read more