Joy Matak

1 month ago | wealthmanagement.com | Martin Shenkman |Joy Matak

Martin M. Shenkman and Joy Matak discuss misconceptions about the reciprocal trust doctrine and different views surrounding it. While all practitioners are familiar with the reciprocal trust doctrine, some commonly discussed misconceptions about it and different views warrant consideration. Also, the uncertainty of the current planning environment might change the views on how to deflect the application of the doctrine.