Tag: spousal trusts

13 Nov

Anticipating Issues in Trust Arrangements – Hull on Estate and Succession Planning Podcast #86

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Listen to Anticipating Issues in Trust Arrangements

This week on Hull on Estate and Succession Planning, Ian and Suzana discuss trust planning options and anticipating issues that may arise in the future.

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27 Mar

Hull on Estate and Succession Planning Podcast #53 – Beneficiary Designation Considerations for Spousal Trusts

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Listen to "Beneficiary Designation Considerations for Spousal Trusts"

Read the transcribed version of "Beneficiary Designation Considerations for Spousal Trusts"

During Hull on Estate and Succession Planning Episode #53, Ian Hull and Suzana Popovic-Montag build on their last podcast regarding succession planning for married couples, and turn their focus to spousal trusts.

They discuss administrative expenses surrounding trusts, the circumstances that lead to surviving spouse litigation, and methods for ensuring the balance between beneficiary designations.

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