An Irrevocable Life Insurance Trust (ILIT) can be a valuable estate planning tool for Rosemont residents seeking to manage life insurance proceeds, minimize estate tax exposure, and provide clear instructions for beneficiaries. At the Law Offices of Robert P. Bergman, we help clients evaluate whether establishing an ILIT aligns with their long-term financial and family goals. An ILIT removes ownership of a life insurance policy from your estate, which can preserve policy proceeds for heirs and help avoid probate-related delays. This introductory overview explains how an ILIT functions and who commonly benefits from this planning option.
Choosing to create an Irrevocable Life Insurance Trust requires thoughtful planning, careful drafting, and coordination with beneficiary designations and other estate documents such as revocable living trusts, wills, and powers of attorney. Our approach is to provide clear guidance about the legal structure of an ILIT, funding options, and ongoing administration responsibilities. We focus on creating durable, flexible trust documents that reflect your intentions while aligning with California law. With practical advice about potential tax implications and trustee duties, you can move forward with confidence and a well-drafted plan tailored to your family’s needs.
An ILIT provides several tangible benefits that can be important to a comprehensive estate plan. By placing life insurance policies into an irrevocable trust, you can keep proceeds out of your taxable estate, potentially reducing estate tax burden for larger estates. The trust structure enables precise control over distribution timing and conditions for beneficiaries, which can protect assets for minor children or family members who may need oversight. Additionally, an ILIT can offer privacy and a streamlined mechanism to deliver liquidity to heirs, pay estate expenses, and ensure that the proceeds serve the long-term objectives you set for your family.
The Law Offices of Robert P. Bergman offers estate planning services for individuals and families throughout California, including Rosemont and surrounding areas. Our firm emphasizes personalized strategies that integrate Irrevocable Life Insurance Trusts with revocable living trusts, wills, powers of attorney, and healthcare directives. We prioritize clear communication and practical solutions designed to preserve wealth and provide peace of mind. Each plan is drafted to reflect client priorities, state law considerations, and ongoing administrative needs so that trustees and beneficiaries have straightforward guidance when it matters most.
An Irrevocable Life Insurance Trust is a legal entity created to own life insurance policies and manage the distribution of proceeds according to the trust’s terms. Once assets or policies are transferred into the ILIT, the transferor typically relinquishes ownership and certain controls, which is part of why the trust is considered irrevocable. This transfer removes the policy proceeds from the transferor’s probate estate for estate tax purposes, and it places administration responsibilities with a trustee who follows the instructions set forth in the trust instrument. Understanding these dynamics helps individuals decide if an ILIT aligns with their estate planning priorities.
Setting up and funding an ILIT involves legal and administrative steps that require coordination with insurance carriers, successor trustees, and sometimes family members who will receive benefits. There are variations in how policies are titled, whether an existing policy is assigned to the trust, or whether the trust purchases a new policy. The trust agreement will specify distribution rules, trustee powers, and any conditions for access to proceeds. These details affect long-term outcomes, so careful drafting and clear instructions are essential to ensure the trust operates as intended after the grantor’s passing.
An Irrevocable Life Insurance Trust is a formal written arrangement that holds life insurance policies for the benefit of named beneficiaries. The trust document establishes who the trustee is, how proceeds are to be managed, and when distributions should occur. Because the trust is irrevocable, the grantor gives up certain ownership rights; in exchange, the policy proceeds typically avoid being included in the grantor’s estate for tax purposes. Trustees must carry out fiduciary-like duties to manage trust assets and distribute funds according to the trust’s terms, providing a controlled method to deliver financial support to heirs or fulfill charitable intentions.
Key elements of an ILIT include the trust agreement, naming a trustee and successor trustee, identifying beneficiaries, and funding the trust with an existing policy or arranging for the trust to purchase a new policy. The process typically involves drafting the trust document, transferring ownership of the policy or assigning policy rights, and ensuring premium payments are handled in a way that avoids adverse tax consequences. Trustees will also need to maintain records, communicate with beneficiaries, and follow any distribution schedule or conditions set by the trust. Coordination with other estate planning documents is important to achieve the intended overall plan.
Understanding common terms related to ILITs helps clarify responsibilities and expected outcomes. Definitions can explain how transfers affect estate inclusion, what trustee responsibilities are, and how beneficiary interests are protected. This section provides concise, practical definitions and context for terms frequently encountered when establishing or administering an ILIT. These explanations are useful when reviewing documents with your attorney or trustee so that all parties have a shared understanding of the plan’s goals and procedures.
The grantor is the person who creates the trust and transfers assets or a policy into it. In the context of an ILIT, the grantor typically funds the trust by assigning ownership of a life insurance policy or by providing cash to enable the trust to acquire a policy. Once the transfer is completed according to trust terms and applicable law, the grantor’s control over the policy is limited. Understanding the role of the grantor helps clarify how the trust is funded and why the trust is treated separately from the grantor’s estate for certain purposes.
The trustee is the individual or institution charged with administering the trust in accordance with its terms. Responsibilities include managing trust assets, paying premiums if required, filing necessary tax returns, and making distributions to beneficiaries as directed by the trust document. A trustee must keep accurate records, act in good faith, and follow the grantor’s instructions. Choosing a trustee involves balancing trustworthiness, administrative ability, and availability to manage trust duties over the long term.
Beneficiaries are the persons or entities designated to receive trust benefits, such as insurance proceeds, under the terms of the ILIT. The trust document can specify how and when beneficiaries receive funds, whether payments are immediate, held in trust for a period, or distributed in installments. Beneficiary designations in the trust should align with other estate planning documents to avoid conflicts. Clear beneficiary provisions help trustees make appropriate distributions and protect the grantor’s intentions for use of the proceeds.
Funding an ILIT commonly involves assigning an existing life insurance policy to the trust or arranging for the trust to purchase a new policy. When an assignment occurs, the grantor transfers ownership and incident of ownership to the trust. Proper documentation, carrier notification, and premium payment arrangements are important to maintain the trust’s intended tax and administrative treatment. How the trust is funded can affect estate inclusion and whether certain waiting periods apply for estate tax purposes.
There are several ways to handle life insurance within an estate plan, and each option carries different consequences for control, taxation, and administration. Keeping a policy in your individual name offers simplicity but may include the proceeds in your estate. Naming a revocable living trust as beneficiary can provide flexibility but may not remove the policy from estate calculations. An ILIT is designed to remove ownership and provide specific trust-managed distributions. Evaluating how each option aligns with your goals for liquidity, privacy, and tax planning is an important step in choosing the right approach.
A limited approach, such as retaining a policy in your own name or naming a direct beneficiary, can be suitable when estate size, tax exposure, and family needs are straightforward. For individuals whose estates are unlikely to be subject to significant estate taxation, the administrative burden of an ILIT may outweigh the benefits. Simpler arrangements can provide fast access to funds by beneficiaries and reduce trustee responsibilities. The decision depends on projected estate value, the number of beneficiaries, and whether precise distribution control or creditor protection is needed for heirs.
If beneficiaries are all adults, financially capable, and the family situation is uncomplicated, straightforward beneficiary designations or inclusion of life insurance in a revocable trust may be adequate. Those arrangements reduce administrative complexity and keep control flexible during the grantor’s lifetime. When the goal is simply to provide financial support without imposing conditions or long-term management, these less complex structures can meet needs efficiently. Legal advice helps confirm that the chosen method aligns with larger estate planning goals and avoids unintended tax or probate consequences.
Comprehensive ILIT planning is often appropriate when estate values are substantial or when the grantor wants to ensure that life insurance proceeds are excluded from the taxable estate. For families with significant assets, an ILIT can be an effective component of a broader tax planning strategy that includes trusts, wills, and retirement account planning. Careful drafting and coordination prevent unintended tax inclusion and help preserve wealth for future generations. Legal guidance aids in structuring funding, premium gifts, and trustee duties to achieve the intended tax and distribution outcomes.
When beneficiaries include minor children, individuals with disabilities, or family members who may need oversight, an ILIT provides a structure to manage and protect disposition of proceeds. The trust can set terms for distribution, assign a trustee to supervise funds, and outline protections against creditors or divorces in some circumstances. For blended families or situations with competing interests, a carefully drafted trust clarifies the grantor’s intentions and reduces the risk of disputes. Tailoring trust terms to family dynamics helps safeguard assets and ensure funds are used as intended.
A comprehensive ILIT strategy offers several benefits beyond simply owning a life insurance policy. It can remove policy proceeds from your taxable estate, designate precise distribution timing and conditions for beneficiaries, and create a mechanism to pay estate expenses without resorting to probate assets. Trustees can manage proceeds according to long-term plans, provide continuity of financial support, and reduce potential family conflict through clear instructions. The trust structure also supports integration with other estate planning documents, ensuring a cohesive approach to wealth transfer and family protection.
Comprehensive planning includes selecting appropriate trustees, documenting funding strategies, and coordinating premium payments through annual gifts or other methods to maintain the desired tax treatment. When properly drafted and maintained, an ILIT can protect proceeds from certain claims and provide a reliable source of liquidity to meet estate obligations. This approach is particularly useful where legacy planning, charitable giving, or protection for vulnerable beneficiaries are priorities. The result is a tailored plan designed to honor your wishes and make asset transition more predictable for your heirs.
One primary advantage of an ILIT is its potential to reduce estate tax exposure by excluding insurance proceeds from your taxable estate when ownership is properly transferred. This separation can also provide immediate liquidity for heirs to pay estate costs, debts, or taxes without selling estate assets during a difficult time. Trustees can manage distributions to meet short-term obligations and long-term needs, helping families preserve wealth and avoid forced asset sales. Proper planning and administration are necessary to achieve these outcomes in accordance with applicable tax rules and trust provisions.
An ILIT allows the grantor to set specific terms for how and when beneficiaries receive proceeds, which can protect funds from mismanagement, creditors, or divorce settlements in some cases. Trust terms can phase distributions over time, require milestones for payments, or direct funds toward education, housing, or care needs. This level of control helps ensure that proceeds accomplish the grantor’s intentions and provides a safeguard for beneficiaries who may require a measure of financial supervision. Thoughtful drafting of distribution provisions helps promote long-term family stability.
When establishing an ILIT, coordination of policy ownership and premium payments is essential to achieve the intended tax and administrative results. Consider how premiums will be funded, whether through annual gifts to the trust or other arrangements, and document those transfers carefully. Notify the insurance carrier of the ownership change and update beneficiary designations as needed. Keeping accurate records of premium gifts and trust receipts helps maintain clear accounts for trustees and beneficiaries, and reduces the risk of unintended estate inclusion or disputes over payment responsibilities.
Life changes such as births, deaths, marriages, divorces, or significant financial events can affect the suitability of trust provisions and beneficiary designations. Periodically review the ILIT and related estate documents to ensure they still reflect your wishes and current law. Updates may be needed to align the trust with changes in family circumstances or tax law developments. Proactive reviews help catch drafting issues, confirm trustee arrangements remain appropriate, and ensure funding mechanisms continue to operate smoothly without unintended consequences.
You might consider an ILIT if your goals include protecting life insurance proceeds from estate inclusion, providing structured distributions to beneficiaries, or ensuring immediate liquidity to cover estate obligations. An ILIT can be particularly useful when you want to shield policy proceeds from creditor claims or when you need to impose conditions for distributions to protect vulnerable beneficiaries. The trust can also support legacy planning and charitable gifts while offering a clear mechanism for trustees to manage proceeds according to your directions. Thoughtful planning helps align these outcomes with family priorities.
Another reason to establish an ILIT is to coordinate life insurance with other estate planning tools like revocable living trusts, wills, powers of attorney, and healthcare directives. When integrated, these documents create a cohesive plan that addresses asset management during life, incapacity, and after death. An ILIT can reduce administrative friction and provide clarity for trustees and heirs, especially when the estate includes illiquid assets that might otherwise require sale to pay taxes or debts. Legal drafting ensures the trust’s terms are effective and consistent with broader estate goals in California.
Typical circumstances that lead individuals to consider an ILIT include the desire to reduce estate tax exposure, to provide for minor or dependent beneficiaries in a controlled way, or to preserve proceeds for heirs without probate delays. People with significant life insurance policies, business owners who need liquidity for succession planning, or those wanting to leave charitable gifts frequently use ILITs as part of a larger plan. An ILIT also complements other trusts and estate documents and can be tailored to meet specific family or financial objectives.
When beneficiaries are minors or dependents who may not be ready to manage a lump-sum inheritance, an ILIT can set distribution rules that reflect the grantor’s wishes. The trust can specify ages, milestones, or conditions that govern when and how funds are released, ensuring that support is provided responsibly over time. Trustees can be instructed to use funds for education, healthcare, or living expenses, offering a structured solution that balances immediate needs with long-term financial security for younger beneficiaries.
For individuals with substantial assets, an ILIT can help reduce the size of the taxable estate by removing life insurance proceeds from estate calculations when properly funded and administered. This outcome may preserve wealth for future generations and reduce the tax burden on heirs. The trust must be carefully drafted and funded according to applicable rules to achieve the intended tax treatment. Coordination with other planning tools and attention to timing requirements are important considerations during implementation.
An ILIT can provide a ready source of liquidity to pay estate liabilities, taxes, and administrative costs without forcing the sale of family businesses or other illiquid assets. By designating proceeds to a trust, you create a predictable mechanism for trustees to handle immediate financial needs after your death. This arrangement simplifies settling the estate and helps beneficiaries retain long-term assets that might otherwise be sold under pressure. Proper coordination with other estate documents ensures that liquidity needs are anticipated and addressed.
The Law Offices of Robert P. Bergman provides ILIT and broader estate planning services to residents of Rosemont and Sacramento County. Our team helps clients assess whether an ILIT fits into a larger plan that may include a revocable living trust, pour-over will, powers of attorney, and healthcare directives. We assist with drafting trust documents, coordinating with insurance carriers, and advising trustees on their duties. Our goal is to make the process straightforward and to create durable documents that reflect each client’s unique family and financial situation.
Clients choose the Law Offices of Robert P. Bergman for attentive, practical estate planning help tailored to California law and the needs of families in Rosemont and beyond. We emphasize careful drafting and thoughtful coordination between trusts, wills, and other planning documents so that life insurance proceeds work as intended within a comprehensive plan. Our approach balances legal clarity with accessible guidance, helping clients move through the setup process and address administrative responsibilities with confidence.
We focus on transparent communication and thorough documentation during the establishment and administration of ILITs. From discussing funding strategies and trustee selection to coordinating beneficiary designations and maintaining records, we provide step-by-step support so clients understand the practical implications of their choices. This level of attention helps reduce uncertainty for trustees and beneficiaries and supports smoother transitions when trust provisions must be executed.
In every matter we handle, our aim is to deliver estate plans that reflect client goals, comply with state law, and provide practical instructions for trustees and heirs. We work to anticipate potential issues and design trust provisions that promote clarity and stability. Whether you require straightforward trust drafting or more complex coordination with other estate planning vehicles, our firm is prepared to assist with established processes that keep client priorities at the forefront.
Our process for creating an ILIT begins with a detailed consultation to understand your assets, family circumstances, and goals for the policy proceeds. We review existing insurance, retirement accounts, trust and will documents, and any pertinent beneficiary designations. From there, we draft a trust that reflects your wishes and works in harmony with other estate planning instruments. We coordinate with insurance carriers to transfer ownership when appropriate and provide guidance for funding and trustee duties so the trust operates effectively when needed.
The first step is a thorough consultation to identify your objectives, review current policies, and assess how an ILIT may fit into your estate plan. We examine beneficiary designations, revocable trust provisions, and any relevant financial accounts. This review helps determine whether an ILIT will achieve desired outcomes and clarifies funding mechanisms and timing. During this phase we also discuss trustee options and potential tax or administrative considerations so you can make informed decisions about moving forward.
During the initial discussion we focus on your objectives for proceeds, beneficiary considerations, and any distribution conditions you wish to impose. We consider the needs of minor or dependent beneficiaries, charitable intentions, and preferences for trustee authority and reporting. This conversation forms the basis for drafting trust provisions that reflect your priorities and address foreseeable family or financial dynamics.
We thoroughly review existing life insurance policies, beneficiary designations, and any estate planning documents already in place, such as revocable living trusts or wills. This step ensures the ILIT will integrate properly with your broader plan, avoids conflicting designations, and identifies any necessary updates to ensure smooth administration.
Once objectives are clear, we prepare the trust document and related instruments needed to transfer policy ownership or provide funding. Drafting includes clear trustee powers, distribution terms, and successor trustee provisions. We also coordinate the logistics of assigning an existing policy to the trust or purchasing a new policy through the trust. Clear instructions and documentation at this stage help prevent complications during administration and preserve intended tax treatment when applicable.
The trust agreement is drafted to express distribution timing, trustee duties, and any conditions for use of proceeds. Ancillary documents may include assignment forms for the insurance company, records of gifts for premium payments, and certificates of trust to present to third parties. These documents provide the practical means to implement the trust and ensure that institutions recognize the trust’s authority when necessary.
We work with the insurance carrier to effectuate any ownership changes and confirm beneficiary designations align with trust terms. Funding the trust can involve annual gifts to cover premiums or direct transfer of policy ownership. Proper documentation supports the desired tax outcomes and helps trustees demonstrate compliance with funding rules. Clear communication with carriers and recordkeeping are vital to successful implementation.
After the ILIT is established, trustees must manage the trust according to its terms, maintain records of premium payments and gifts, and make distributions as directed. Periodic review ensures trust provisions remain current with family circumstances and legal developments. We provide ongoing support to trustees and beneficiaries by answering questions, preparing necessary filings, and advising on administrative responsibilities to keep the trust functioning smoothly over time.
Trustees are responsible for maintaining accurate records of premium gifts, trust receipts, and any investments or payments made from the trust. They must follow the trust’s distribution rules and keep beneficiaries informed as required. Good recordkeeping protects the trust’s intended tax treatment and provides transparency for beneficiaries and advisors who may later need to review trust activity.
While an ILIT is irrevocable, related planning documents and funding strategies may require review to ensure they remain aligned with changing family circumstances, new policies, or legal changes. Periodic consultations can confirm that trustee arrangements are appropriate and that any ancillary documents reflect current needs. Ongoing oversight helps maintain the plan’s integrity and readiness should trustees need to act.
An Irrevocable Life Insurance Trust is a legal arrangement that owns a life insurance policy and specifies how the proceeds will be managed and distributed to beneficiaries. When the trust holds the policy, the policy is typically outside of the grantor’s probate estate, and the trustee follows the trust’s instructions for managing proceeds and making distributions. The trust document names a trustee and successor trustees, identifies beneficiaries, and sets any conditions or schedules for distributions. Trustees have duties to administer the trust according to its terms and applicable law. Setting up an ILIT involves drafting the trust instrument, transferring ownership of a policy or funding the trust to purchase a new policy, and coordinating premium payment arrangements. The trust structure is intended to provide control over proceeds and reduce estate-related complications, but the effectiveness depends on proper funding and administration. Legal guidance during the setup helps ensure the trust performs as intended and integrates with other estate planning documents.
Placing a life insurance policy into an ILIT can remove the policy proceeds from inclusion in the grantor’s taxable estate if ownership is properly transferred and certain conditions are met. The trust must actually own the policy and the grantor must give up incidents of ownership, meaning the grantor cannot retain powers that would cause the proceeds to be included in the estate. Timing and documentation are important aspects of this process and must be handled carefully to achieve the desired tax outcome. There are situations where transfers made shortly before death may still be considered part of the estate, depending on applicable law and timing rules. Coordinating funding methods, documenting premium gifts, and understanding waiting periods are essential to preserve the intended treatment. Reviewing the specifics of the transfer with legal counsel helps confirm whether the ILIT will achieve the desired exclusion for estate purposes.
Funding an ILIT can be accomplished by assigning an existing life insurance policy to the trust or by arranging for the trust to purchase a new policy. If the trust does not already own the policy, the grantor can make annual gifts to the trust specifically to cover premium payments. Proper recordkeeping and documentation of these gifts support the intended tax and administrative treatment of the trust. It is important to coordinate with the insurance carrier and ensure the trust is recognized as the owner and beneficiary per the trust terms. Premium payments must be managed in a way that avoids unintended consequences. The trust should have clear instructions for handling premiums and potentially receiving gifts from the grantor to cover those premiums. Trustees must maintain records of gifts and payments, and the trust instrument should address how shortfalls or changes in premium requirements will be handled over time. Clear funding plans reduce the risk of lapses or administrative issues.
Choosing a trustee requires balancing administrative capability, trustworthiness, and availability to carry out duties over time. A trustee can be a trusted family member, friend, or an institutional trustee, depending on the complexity of the trust and family dynamics. Trustees are responsible for maintaining records, managing premium payments, filing any necessary tax forms, and making distributions in accordance with the trust document. Successor trustees should be named to ensure continuity if the primary trustee is unable or unwilling to serve. Trustee responsibilities also include communicating with beneficiaries, keeping accurate accounts of trust activity, and following the distribution rules set by the grantor. Trustees must act in good faith and adhere to the terms of the trust, which helps avoid disputes and ensures funds are used as intended. Providing clear instructions and support to the trustee in the trust document can streamline administration and reduce confusion during critical times.
An ILIT can provide a measure of protection for policy proceeds by holding them in a trust rather than in the grantor’s personal name. Depending on trust design and applicable law, proceeds held in trust may be less accessible to certain creditors or to claims arising from a beneficiary’s divorce. However, protection is not absolute and depends on a range of legal and factual circumstances, including timing of transfers, the trust’s terms, and relevant creditor law. To enhance protection, trust provisions can be structured to limit direct control by beneficiaries and to provide discretion to trustees in making distributions. This helps shield assets from immediate claims in some cases. It is important to review trust design with legal counsel to align asset protection goals with tax and estate planning objectives and to understand any limitations under California law.
An ILIT can be integrated with a revocable living trust or a will to create a cohesive estate plan. For example, the ILIT can provide liquidity to pay estate expenses so that other assets held in a revocable trust are preserved for long-term beneficiaries. Coordination ensures beneficiary designations, distribution instructions, and trustee powers do not conflict with other estate documents. Clear alignment helps trustees and personal representatives carry out the grantor’s overall intentions efficiently. During plan development, it is important to review all existing documents and beneficiary designations to avoid inconsistencies. The ILIT should be drafted to complement your revocable trust and will, and any necessary updates to those documents should be made concurrently. Regular reviews help confirm that the combined plan remains effective as family circumstances change.
There can be timing considerations after funding an ILIT that affect whether policy proceeds are excluded from the grantor’s estate. Transfers made too close to the grantor’s death may be subject to look-back or inclusion rules under applicable law, which could cause the proceeds to be included in the estate. Proper planning addresses these timing issues and documents the funding strategy to minimize the risk of unintended estate inclusion. To mitigate timing risks, clients may arrange funding well before any anticipated need and follow recommended procedures for transferring ownership and documenting premium gifts. Legal counsel can explain specific timing rules and design the funding approach to align with tax planning objectives. Periodic review ensures the strategy remains appropriate given changing circumstances and law.
After a death, trustees typically must notify beneficiaries and the insurance company, file any required trust tax returns, collect proceeds, and manage distributions as directed by the trust. Trustees also maintain trust records, pay any applicable debts or expenses permitted by the trust, and communicate with beneficiaries regarding the timing and nature of distributions. Trustees may need to provide accountings and respond to beneficiary inquiries while fulfilling fiduciary-like duties outlined in the trust document. Trustees should keep detailed records of all receipts and disbursements and follow the trust’s distribution schedule closely. If complex investments or tax issues arise, trustees may seek professional assistance for accounting or tax filing. Clear instructions in the trust and access to competent support help trustees carry out responsibilities without unnecessary delay or conflict.
Yes, you can often transfer an existing life insurance policy into an ILIT by assigning ownership to the trust and updating beneficiary designations where appropriate. The process requires coordination with the insurance carrier to effectuate the change of ownership and proper documentation of the assignment. It is important to evaluate whether the policy has any restrictions, loans, or surrender values that could affect the transfer and to document any premium funding arrangements that will continue after the assignment. Before transferring a policy, consider the potential tax and administrative implications, including any timing rules that could affect estate inclusion. Consulting with legal counsel ensures the assignment is handled correctly, premium payment strategies are in place, and the transfer aligns with broader estate planning goals. Proper documentation and recordkeeping facilitate trust administration once the policy is held by the ILIT.
Regular review of your ILIT and related estate planning documents is advisable whenever family circumstances change, such as births, deaths, marriages, divorces, or significant changes in financial status. While the ILIT itself is irrevocable, related documents, funding mechanisms, and trustee arrangements may need to be updated or reconsidered. Periodic reviews help confirm that the plan continues to reflect your intentions and remains effective under current law and family needs. A proactive review schedule also allows you to address potential administrative concerns, confirm premium payment arrangements, and ensure trustee designations remain suitable. Working with counsel during reviews helps identify necessary updates and maintain alignment among your ILIT, revocable trusts, wills, and other estate planning instruments so beneficiaries and trustees are prepared when action is required.
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