The Dana name has become the symbol of a quality Estate Plan in Arizona. It has taken over 34 years to develop and continues to strive for excellence in the Estate Planning community. At its core is Estate Planning lawyer Matt Dana. [Learn more about Matt]
How many of you as kids used to play the game, “red light, green light”? Remember the goal was to advance forward as much as you can when the light was green, (the person who was “it” wasn’t looking) but stop and freeze before the light turned red (the “it” person turned around). Transferring wealth […]
What is Estate Planning in General? Estate Planning is a process, not an event – It is a process of planning for the transfer of wealth from a decedent to his or her heirs in the most cost-effective manner to carry on their legacy. Benefits Avoid Probate – Time and Money – Attorney supervises […]
SESSION 1 – Topics: Revocable Living Trust including Sub-Trusts for the Marital Deduction and for the Estate Tax Exemption – including Generation Skipping Sub-Trusts for the Children and Grandchildren- Discuss the Estate Tax in general and the basic concepts to reduce its impact. Estate Tax in General – Formula – 40% of the Fair […]
Problem: BDIT is an All or Nothing Strategy The BDIT (Beneficiary Defective Inheritors Trust) is not found in any Code Section of the IRC and has not been tested in Court. Like most complex advanced strategies, it is a compilation of many code sections, court cases, Private Letter Rulings, etc. They are so […]
