More examples in Estate Planning/Transfer of Assets
Sample Plan for a Revocable Living Trust and Transfer of Assets Example
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Text in this example:
Joint Gross Estate
$5,000,000 Revocable Trust Individual 2 Revocable Trust Individual 1 $300,000 $2,000,000 Trust A
Marital Trust Trust B
Family Trust $500,000 $1,500,000 Principal Income Revocable Living Trust Before the First Death After the First Death (Individual 2)
$5,000,000 Revocable Trust Individual 2 Revocable Trust Individual 1 $300,000 $2,000,000 Trust A
Marital Trust Trust B
Family Trust $500,000 $1,500,000 Principal Income Revocable Living Trust Before the First Death After the First Death (Individual 2)