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Distinguishing Use Cases for Joint and Individual Trusts

Which option is best for your clients?

Joint revocable trusts enjoy popularity among clients while inviting debate among practitioners. For clients, joint revocable trusts provide a sense of simplicity that’s enticing in an estate tax environment that’s generally negated the need for credit shelter planning and estate equalization techniques. Nevertheless, the debate among practitioners remains warranted, as there’s no single solution that will be best across all clients or all jurisdictions. 

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