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What is the new rule on irrevocable trusts?

Heres what you should know: The Assets Are No Longer Yours. One drawback with establishing an irrevocable trust is that the assets no longer belong to you. There Are Tax Benefits. You Cant Make Changes. Mistakes Can Happen. The Grantor Cant Be the Trustee or Beneficiary. 5 Things to Know About the Dangers of Irrevocable Trusts bogartwealth.com dangers-of-irrevocable-trust bogartwealth.com dangers-of-irrevocable-trust

What is an irrevocable trust agreement?

Irrevocable trust refers to any trust where the grantor cannot change or end the trust after its creation. Grantors may choose a trust with such limitations to limit estate taxes or to shield assets from creditors .

What are the only three reasons you should have an irrevocable trust?

In 2023, the IRS issued Revenue Ruling 2023-2, which clarified that assets held in an irrevocable grantor trust not included in the grantors taxable estate will not receive a step-up in basis upon the grantors death.

Why would someone want an irrevocable trust?

Protection of Assets Assets placed under an irrevocable trust are protected from the docHub of a divorcing spouse, creditors, business partners, or any unscrupulous legal intent. Assets like home, jewelry, art collection, and other valuables placed in the trust are guarded against anyone seeking litigation against you.

What is the downside to an irrevocable trust?

Irrevocable trusts are generally set up to minimize estate taxes, access government benefits, and protect assets. This is in contrast to a revocable trust. With a revocable trust, the grantor can modify or cancel the trust.