Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Disclaimer trust ?
Old 03-01-2017, 11:15 AM   #1
Full time employment: Posting here.
Join Date: Apr 2010
Posts: 577
Disclaimer trust ?

We are in the process refreshing out living trust.
Our lawyer suggested considering an AB disclaimer trust with possible beneficiaries designed as dynasty trust based on our NW.

Wonder what advise people have on the subject.


“The problem with the world is that the intelligent people are full of doubt, while the stupid people are full of confidence.”

(—Charles Bukowski)
wanaberetiree is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 03-01-2017, 06:10 PM   #2
Full time employment: Posting here.
Taxman59's Avatar
Join Date: Sep 2014
Posts: 595
I worked with disclaimer trusts. They are a very useful tool, but there are several court cases that show how tricky they are to set up and administer. Before you pay good money to an attorney who is setting it up for you, discuss the potential legal pitfalls as well as what the beneficiaries may do to screw up your plan.
Taxman59 is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Rental property basis in trust vs. not in trust Dash man FIRE and Money 2 04-19-2014 07:20 AM
Best disclaimer ever MichaelB Other topics 9 02-08-2012 01:40 PM
Fixed Annuity , not so fine print disclaimer Lakewood90712 FIRE and Money 9 02-09-2009 09:57 AM
Bypass Trust = Disclaimer Will ? JohnDoe FIRE and Money 3 06-13-2007 02:40 PM
Need Funny Fake Legal Disclaimer MikeD Other topics 8 05-24-2007 04:52 PM

» Quick Links

All times are GMT -6. The time now is 05:21 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2020, vBulletin Solutions, Inc.