If so, how did you research whether the estate planning attorney was qualified and experienced enough to draft it?
Any other thoughts about the trust in general? Thanks
Specifically they say that you may not want to do a conduit trust for a perfectly responsible adult child who might not need it's protections (creditor problems, etc).
FYI, here was the google search term that filtered all the transcripts to allow me to find the episode quickly. Thanks google.
site:www.rothira-advisor.com conduit trust -pdf
For more on this, see my article on this subject in the March 2004 issue of BNA Tax Management's Estates, Gifts & Trusts Journal: http://www.kkwc.com/docs/AR20041209132954.pdf .
In response to Leesbro63: thanks for posting the link to Jim Lange's radio show broadcasts. I'm honored to be alongside Jack Bogle. I was the guest on 44 and 76, and John Bogle was the guest on 89.
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