The Estate Planner newsletter, November-December 2009
The Estate Planner newsletter, November-December 2009 - This issue answers questions about having a qualified personal residence trust (QPRT) and when is a good time to set up a QPRT; transferring a family business that could benefit from a charitable lead annuity trust (CLAT); what you need to know about appointing a trustee you can rely on; and naming a minor as the beneficiary of your life insurance policy.
