Posts Tagged ‘irrevocable’

Pest Control Magnate Needed to Work the Bugs Out of His Family Trusts

An ongoing battle in the Georgia courts surrounding the estate of O. Wayne Rollins, the late co-founder of Rollins Inc., a large pest control corporation, illustrates that having a Family Trust in place at the time of your death will not guarantee an easy transition of wealth to the heirs of the estate. As this…

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Pest Control Magnate Needed to Work the Bugs Out of His Family Trusts

An ongoing battle in the Georgia courts surrounding the estate of O. Wayne Rollins, the late co-founder of Rollins Inc., a large pest control corporation, illustrates that having a Family Trust in place at the time of your death will not guarantee an easy transition of wealth to the heirs of the estate. As this…

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W-9 Form To Apply For A Taxpayer Identification Number (TIN)

Taxpayer Identification Number Requirement

To help you set-up an irrevocable family trust, here are a few IRS links for information about acquiring a Taxpayer Identification Number (TIN) and for downloading the required W-9 form: U.S. Taxpayer Identification Number Requirement Taxpayer Identification Numbers (TIN) Form W-9 (PDF – Rev. August 2013)

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Revocable vs. irrevocable: Which trust is right for your client?

Most clients will instinctively favor the revocable version. After all, why should they want to put their money into something they can never change, when they could put it into something they retain control over — and can even cancel altogether … Read more: Revocable vs. irrevocable: Which trust is right for your client?

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Revocable vs. irrevocable: Which trust is right for your client?

Most clients will instinctively favor the revocable version. After all, why should they want to put their money into something they can never change, when they could put it into something they retain control over — and can even cancel altogether … Read more: Revocable vs. irrevocable: Which trust is right for your client?

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