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To A/B, or Not To A/B, That is the Question

Most revocable living trusts for married couples, established prior to 2018, require that the trust be divided into two or more “sub-trusts” upon the death of the first spouse. This is for federal estate tax or “death tax” planning purposes. These trusts are known as A/B or A/B/C Trusts. They were designed primarily to reduce or eliminate estate taxes by preserving the federal estate tax exemption (the value of assets which can pass free of tax) of the first to die. An A/B Trust works like this: Upon the death of the first spouse the B Trust is funded ... Read More

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Free 2-Hour Estate Planning Workshop – 10/16/24 AM Valencia, CA

Wednesday, October 16, 2024
10:00 am
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Botti & Morison Estate Planning Workshop

Free 2-Hour Estate Planning Workshop – 10/16/24 PM Valencia, CA

Wednesday, October 16, 2024
7:00 pm
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Free 2-Hour Estate Planning Workshop – 10/19/24 Valencia, CA

Saturday, October 19, 2024
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Botti & Morison Estate Planning Workshop

Free 2-Hour Estate Planning Workshop – 10/22/24 Valencia, CA

Tuesday, October 22, 2024
7:00 pm
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