A beneficiary trust is a tax term for a trust whose income taxes are paid by the beneficiary (person who gets the money from the trust). The IRS Code has special rules that effectively allow for estate planning to use a long standing gap between estate taxes and income taxes to save clients and their families money.

My law firm, Johnson Law KC LLC, is experienced counseling clients from all stages and walks of life on beneficiary trusts, taxes, and other estate planning issues. Call (913.707.9220) or email us (steve@johnsonlawkc.com) to schedule a free, convenient consultation.

(c) 2015, Stephen M. Johnson, Esq.