Recent content by TheInLaw

If I'm reading it right, the AB trust only works for the Dad and his wife - has no bearing on the son who receives 50% of the trust.

So a wills & trust attorney is a different animal than his estate planning attorney? They have been insistent that there is no way that this can be accomplished. Approx. value of trust, I'm guessing, around 1-1.5mil. And you are correct, gifting now is not being considered. I've seen the A,B...

Here is the scenario: Dad setting up trust to be administered after passing of he and spouse. Trust 50/50 to son and daughter. There will be a cap on distribution each year. Dad wants NO MONEY ever to be accessible to son-in-law. However, Dad DOES want money to be accessible to daughter-in-law...