Irrevocable “Crummey” Trust
Individual Irrevocable "Crummey" Trust or
Add on With Other Package
Any desired supplemental work, such as an attorney opinion letter, is done at our hourly rate of $375.
- Used with estates larger than the current exemption from federal estate tax
- Holds assets that the grantor is ready to pass on to his heirs (with restrictions)
- Allows use of annual “gifting” to reduce the size of grantor’s taxable estate