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内容由Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group, Ted Gudorf, Danny Gudorf, Gudorf Law Group, and Gudorf Financial Group提供。所有播客内容(包括剧集、图形和播客描述)均由 Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group, Ted Gudorf, Danny Gudorf, Gudorf Law Group, and Gudorf Financial Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Ep. 12: Irrevocable Trusts 101: Understanding the Basics and Beyond

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Manage episode 358617336 series 3428945
内容由Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group, Ted Gudorf, Danny Gudorf, Gudorf Law Group, and Gudorf Financial Group提供。所有播客内容(包括剧集、图形和播客描述)均由 Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group, Ted Gudorf, Danny Gudorf, Gudorf Law Group, and Gudorf Financial Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

There’s often a lot of confusion between the different types of irrevocable trusts, even as more and more people are forming them today.

A trust is a relationship between a trust-maker and a trustee, and there are specific terms that the trustee is expected to follow. As a general rule, a trust can either be revocable or irrevocable.

A revocable trust is one in which the trust can be revoked within the lifetime of the trust-maker. An irrevocable trust is one that cannot be revoked, which means the trust-maker cannot directly take back the assets that they placed in the trust.

In this episode of Repair the Roof, Attorney Ted Gudorf explores the three types of irrevocable trusts: estate tax irrevocable trusts, asset protection trusts, and Medicaid asset protection trusts.

Key Topics:

  • What is a “trust”? (0:29)
  • Similarities between revocable trusts and irrevocable trusts (2:19)
  • Differences between revocable trusts and irrevocable trusts (4:17)
  • Grantor trusts (04:43)
  • Type 1: Estate tax irrevocable trust (06:37)
  • Type 2: Asset protection trust (08:21)
  • Type 3: Medicaid asset protection trust (11:32)
  • Removing trustees through a trust protector/advisor (15:37)

Resources:

  continue reading

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icon分享
 
Manage episode 358617336 series 3428945
内容由Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group, Ted Gudorf, Danny Gudorf, Gudorf Law Group, and Gudorf Financial Group提供。所有播客内容(包括剧集、图形和播客描述)均由 Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group, Ted Gudorf, Danny Gudorf, Gudorf Law Group, and Gudorf Financial Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

There’s often a lot of confusion between the different types of irrevocable trusts, even as more and more people are forming them today.

A trust is a relationship between a trust-maker and a trustee, and there are specific terms that the trustee is expected to follow. As a general rule, a trust can either be revocable or irrevocable.

A revocable trust is one in which the trust can be revoked within the lifetime of the trust-maker. An irrevocable trust is one that cannot be revoked, which means the trust-maker cannot directly take back the assets that they placed in the trust.

In this episode of Repair the Roof, Attorney Ted Gudorf explores the three types of irrevocable trusts: estate tax irrevocable trusts, asset protection trusts, and Medicaid asset protection trusts.

Key Topics:

  • What is a “trust”? (0:29)
  • Similarities between revocable trusts and irrevocable trusts (2:19)
  • Differences between revocable trusts and irrevocable trusts (4:17)
  • Grantor trusts (04:43)
  • Type 1: Estate tax irrevocable trust (06:37)
  • Type 2: Asset protection trust (08:21)
  • Type 3: Medicaid asset protection trust (11:32)
  • Removing trustees through a trust protector/advisor (15:37)

Resources:

  continue reading

41集单集

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