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M: FORMS cm Dividing A-B-C Trusts wpd - Layne Rushforth - rushforth

M: FORMS cm Dividing A-B-C Trusts wpd - Layne Rushforth - rushforth 2025

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The document provides a comprehensive guide for trustees on how to divide a revocable trust into subtrusts after the death of a settlor. It outlines the purpose of division, which can be tax-motivated or aimed at asset preservation for specific beneficiaries. The memo details the structures of A/B and A/B/C trusts, including their respective subtrusts, and discusses the importance of proper asset allocation, valuation, and compliance with trust provisions. It emphasizes the need for careful documentation and record-keeping to ensure effective estate tax planning and adherence to legal requirements.

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