Skip navigation
How to Draft a Modified Accumulation Trust

How to Draft a Modified Accumulation Trust

Resources

Issue: The modified accumulation trust offers advantages of conduit and accumulation trusts, without their drawbacks, but must be drafted properly.

Chart: A sample MAT – one of many ways to draft.

For More Information: See James G. Blase & Mimi G. Sharamitaro, “Consider the MAT, “Trusts & Estates, February 2010, p. 44

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish