Trusts and Estates

• Estate Planning
  We are thrilled to share that Kyle S. Irvin has joined Crary Huff Law Firm as a partner and member of the Firm’s estate planning group. Kyle specializes in the areas of estate planning, estate administration, and estate litigation. Before joining the Firm, Kyle was a Senior Vice President… Read More
• Trusts
  Certain beneficiaries of the trust may also need to be disclosed in addition to disclosing the bank as corporate trustee. The beneficiaries who need to be reported include: (1) any beneficiary with the power to revoke a revocable trust; (2) any beneficiary who is the sole recipient of income and principal of an irrevocable trust; and (3) any beneficiaries who may exercise a power of appointment during their lifetime, have a swap power, act as director in a directed trust, or have power to require a mandatory distribution or withdraw all trust assets.