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Joseph E. Cordell

Attorney, CPA, Author, Speaker

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What Is an Incentive Trust? [Episode 200]

May 22, 2021 by jceditor

Attorney-CPA Joe Cordell and co-host Jill Embers are joined by TuckerAllen attorney Jim Gau to break down incentive trusts and how the function in terms of estate planning. 

Mr. Gau explains what an incentive trust is and provides examples of how it can be used, explains what can go wrong with incentive trusts, discusses the potential cost of an incentive trust, and more. 

If you are wondering if an incentive trust could be a useful tool for your estate plan, get in touch with an attorney at TuckerAllen: https://tuckerallen.com/

https://media.blubrry.com/lifes_third_act/media.blubrry.com/eldertalk/content.blubrry.com/eldertalk/ElderTalk_20210521_Air_Date_5-22-21b.mp3

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