Disclosure Of Trust Beneficiaries Form - Irrevocable Life Insurance Trust - Beneficiaries Have Crummey Right of Withdrawal

• Category: Fideicomisos - Bypass y Aspersión - Convenios Crummey
• State: Multi-State
• Control #: US-0642BG
• Format: Word

Description

A Crummey trust is a trust that takes advantage of the gift tax exclusion and also keeps money in trust by placing significant restrictions on the recipient's right to withdraw. The trust allows a limited amount of withdrawals by the trust's beneficiary, Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés. For your convenience, the complete English version of this form is attached below the Spanish version.