Can I Add or Remove Beneficiaries From My Trust?
Channel: Esquire Group
Date: 2023-05-12

Discover the ins and outs of adding or removing beneficiaries from a trust in this comprehensive video guide. Learn how the trust document plays a crucial role in determining whether beneficiaries can be modified after the initial formation of the trust. Explore the various procedures and limitations involved in amending beneficiary lists, including jurisdictional laws and court approvals. Gain insights into beneficiary rights and the potential tax implications of these changes. Whether you're a trustee or a potential beneficiary, understanding the dynamics of altering trust beneficiaries is essential.

Download our free ➡️ Trusts & Foundations Guide for in-depth information and expert advice on trusts, beneficiaries, and more. 

🔴https://esquiregroup.com/trusts-foundations-guide/🔴


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Hi! I am Jimmy Sexton, LL.M. – Founder & CEO of Esquire Group. I founded Esquire Group with the objective of helping and inspiring wealthy families, investors, entrepreneurs, and high-level executives obtain and gain control over and protect their wealth, via strategic wealth planning. 

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--------------------------------------------------DISCLAIMER--------------------------------------------------------
This video is prepared for educational purposes only. This video is not legal, tax, or any other type of advice. Each individual’s circumstances are different; you should seek legal and/or tax advice to address your specific situation and any questions you may have.