GPL Estate Planning

FAQ for Living Trust

AB Trust

Trust C or QTIP Trust

Irrevocable Trust - Qualified Terminable Interest Property

Dynast Trust and GST

• IRS Rule change in 2023 impacting GST and Non-Grantor Dynasty Trust by eliminating SuB:

  • https://docs.google.com/document/d/e/2PACX-1vT5OJggKvVP1_Vast0mTM2UQtxr6smH-_vszf-B8DmqKkhEYmHGMbfVVKZByI-UdphdviRgrxIivAdl/pub

• Difference between Grantor Dynasty Trust and Non-Grantor Dynasty Trust:

  • Refer to the link above