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Lady Bird Johnson is a provision in a trust that allows assets to be transferred to a surviving spouse tax-free.
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The trustee of a trust is required to fill out the Lady Bird Johnson form.
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To fill out Lady Bird Johnson, the trustee must provide information about the assets being transferred and the surviving spouse.
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The purpose of Lady Bird Johnson is to facilitate the transfer of assets to a surviving spouse without incurring tax liabilities.
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Information about the assets being transferred and the surviving spouse must be reported on Lady Bird Johnson.
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