The DISCRETIONARY A/B Trust (Disclaimer Trust)

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Uploaded by on Sep 9, 2010

Most clients have heard of an "A/B" Trust, but most are unaware of the expense and administrative hassle of settling the estate after the death of the first spouse. A "DISCRETIONARY A/B" Trust (or "Disclaimer" Trust) is a way to enjoy most of the benefits of an A/B Trust without the risk of incurring unnecessary expenses in administering it.

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Education

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