The Efficacy and Application of 30 Common Trusts
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Trust terminology can unfortunately be very confusing. A 100-page document is often named using the terms of a single-clause. However, practitioners must navigate this strange practice if they are to effectively advise their clients. In this presentation, I will cover 30 of the most popular types of trusts and explain in what situations they are generally effective for clients.
1. Revocable Living Trust (RLT)
2. Irrevocable Trusts
3. Simple Trusts; Complex Trusts
4. Intentionally Defective Grantor Trust (IDGT)
5. Charitable Remainder Trust (CRT)
6. Charitable Lead Trust (CLT)
7. Irrevocable Life Insurance Trust (ILIT)
8. Stand-Alone IRA Beneficiary Trust
9. Special Needs Trust (SNT)
10. Minor Trust
11. Spendthrift Trust
12. Blind Trust
13. Discretionary v. Non-Discretionary Trust
14. Medicaid Trust
15. Crummey Trust
16. 2642(c) Trust
17. Bypass Trust (B-Trust or Credit Shelter Trust)
18. Qualified Terminal Interest Property Trust (QTIP Trust or marital trust)
19. Dynasty Trust (GST Exempt Trust)
20. Grantor Retained Annuity Trust (GRAT)
21. Grantor Retained Unitrust (GRUT)
22. Grantor Retained Income Trust (GRIT)
23. Spousal Lifetime Access Trust (SLAT)
24. Qualifying Domestic Trust (QDOT)
25. Qualified Personal Residence Trust (QPRT)
26. Incomplete Gift Non-grantor Trust (ING)
27. Domestic Asset Protection Trust
28. Foreign Trust
29. Electing Small Business Trust (ESBT)
30. Qualified Subchapter S Trust (QSST)
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