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Can a Grantor Have His Cake and Eat It Too?

Al W. King III explores unique ways to provide grantors with various options to directly and indirectly remain involved with their assets.

Grantors are usually comfortable establishing revocable trusts as part of their estate plans because they’re often named as the trustee until their death or incapacity, and therefore, they can retain control over both the investment and distribution decisions of the trust. Although an important part of an estate plan, revocable living trusts aren’t generally enough to accomplish many of a grantor’s estate-planning and wealth preservation goals. Consequently, many grantors are required to


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