Estate Law Author
Hannah Carlson
Hannah Carlson is a seasoned estate law attorney with a strong background in taxation. She has helped numerous clients navigate complex estate planning and trust administration matters, ensuring their assets are protected and their wishes are respected. Hannah is dedicated to providing personalized and compassionate representation to her clients.
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Articles by Hannah Carlson
SECURE Act Stretch IRA: The 10-Year Distribution RuleWills and Probate in the UK: The Legal Process ExplainedForm 8971 Instructions: Filing Requirements and StepsStatement of Distribution Requirements and Legal ProcessTrust Exam: Legal Review of Trustee Records and ActionsCaregivers Worry About Resources for Long-Term Care FundingUniform Gift to Minors Act Withdrawal RulesWhat Is the Difference Between an AB Trust and an ABC Trust?What Is a Contingent Beneficiary and How Do They Work?What Are the Key Elements of a Trust Settlement Agreement?How a Charitable Remainder Annuity Trust WorksWhat Does Funding a Trust Actually Mean?How Income Trusts Work and How They're TaxedWhat Are the Rules for a Retirement Plan Beneficiary?The Section 2056(b)(7) Exception for QTIP TrustsHow to Elect Estate Tax Portability for a SpouseInherited IRA RMDs: Rules, Calculations, and DeadlinesWhat Is the Prudent Investor Rule for Fiduciaries?What Are the Legal Consequences for Conversion of Trust Funds?What Is a Charitable Lead Annuity Trust (CLAT)?What Are the Legal Duties of a Financial Trustee?What Does the Entire Net Amount Mean in Estate Law?What Is a Management Trust and How Does It Work?How to Name a Beneficiary on a Checking AccountWhat Is a Simplified Form 706 for Portability?What Is a Trust Savings Account and How Does It Work?How to Set Up a Dynasty Trust for Generational WealthHow Charitable Lead Trusts Work for Tax PlanningWhen Is Property Included in an Estate Under IRC Section 2038?What Are the Rules for an Inherited HSA?