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The Nautilus Group®

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Address tax law uncertainty by adding flexibility to irrevocable trusts

Tax law repeal is likely on the horizon, but the timing and scope are still uncertain. Read this article to learn about some helpful provisions that can be added to irrevocable trusts to provide greater flexibility in relation to anticipated changes in the law. Give me a call if you have any questions.

Click Here to Download the PDF

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The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 5018918 Exp. 04/30/2028

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