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\nWelcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning.
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\nIn this episode, Deborah Plum chats with Brent about the revocable trusts. She answers the what, how, and why questions relating to these prevalent estate planning tools. Deborah and Brent also discuss practical aspects of revocable trusts and when they are appropriate.
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\nYou will learn:
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\nWhat is a revocable trust?
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\nWhat is a Trustee?
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\nWhat is a beneficiary?
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\nHow do revocable trusts work?
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\nWhat are the benefits of revocable trusts?
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\nWhen do I need a revocable trust?
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\nHow are revocable trusts taxed?
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\nWhy are revocable trusts used in estate planning?
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\nDeborah is an experienced trusts and estates associate at Rimon, P.C., with a background in corporate tax.\xa0 Deborah has extensive knowledge of charitable foundations and not-for-profit organizations.\xa0 Prior to joining Rimon, Deborah worked as a tax associate at Simpson Thacher & Bartlett LLP, where she worked on matters involving private equity funds, Real Estate Investment Trusts (REITs), and other investment vehicles, in the context of mergers and acquisitions (M&A) and tax-free reorganizations. \xa0\xa0After gaining additional experience in tax controversy while working at Kostelanetz & Fink LLP, Deborah joined the trusts and estates group at Patterson Belknap Webb & Tyler LLP.\xa0 In shifting her focus to individual and family business tax planning, Deborah has advised clients on a variety of estate and gift tax questions, charitable endeavors, and succession planning. You can contact her here:\xa0https://www.rimonlaw.com/team/deborah-plum/.
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\nIf you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.