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Marion Wants to Establish a Trust to Provide, After Her

Question 63

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Marion wants to establish a trust to provide, after her death, for her sisters. She also wants to establish two trusts during her lifetime. In the first trust, for the benefit of her children, the trust income should not be taxable to her. As for the second trust, for the benefit of her grandchildren, she wants to be able to change it. Discuss what types of trusts are available for Marion.

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First, to provide for her sisters, Mario...

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