San Bernardino California Irrevocable Trust Funded by Life Insurance

State:
Multi-State
County:
San Bernardino
Control #:
US-01372BG
Format:
Word; 
Rich Text
Instant download

Description

One principal advantage of insurance trusts is that they permit a greater flexibility in investment and distribution than may be effected under settlement options generally included in the policies themselves. Another advantage is that such trusts, like other gifts of insurance policies, may afford substantial estate tax savings.

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San Bernardino California Irrevocable Trust Funded by Life Insurance