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The smart Trick of orange county estate planning attorney That Nobody is Discussing

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Bypass “B” Trust: Bypasses the surviving partner’s estate. An irrevocable trust, it requires benefit of federal estate tax exemptions, and it is also referred to as a credit rating shelter trust. Rodney C. Lee Rodney Lee is often a seasoned trial attorney concentrating on private wealth and basic small business https://www.yumpu.com/en/document/view/65969928/mckenzie-legal-financial

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