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Studies estate planning July 2016The modern revocable trust by Martin M. Sherman, * CPA, MBA, PFS, AEP, The high federal estate tax exemption may have reduced the urgency of estate tax planning, but

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What is form modern revocable trust?

Form modern revocable trust is a legal document that allows an individual to transfer assets to a trust during their lifetime and retain control over those assets.

Who is required to file form modern revocable trust?

The grantor or creator of the trust is required to file form modern revocable trust.

How to fill out form modern revocable trust?

To fill out form modern revocable trust, the grantor needs to provide information about the assets being transferred, the beneficiaries of the trust, and any specific instructions for the administration of the trust.

What is the purpose of form modern revocable trust?

The purpose of form modern revocable trust is to transfer assets to a trust, avoid probate, and provide for the management and distribution of those assets after the grantor's death.

What information must be reported on form modern revocable trust?

The information reported on form modern revocable trust includes details about the trust assets, beneficiaries, trustees, and any provisions for the distribution of assets.

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