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
What Is Asset Substitution in Trusts and Finance?What Are the Requirements for a Qualified Domestic Trust?What Is a Testamentary Trust and How Does It Work?How to Create a Trust With Limited PowersWhich States Have an Estate or Inheritance Tax?Is an Oral Trust in Contemplation of Death Testamentary?What Is a 2503(b) Trust and How Does It Work?Understanding IRS Section 2702 and the Zero Valuation RuleCan a Trust Have Multiple Trustees?How Bespoke Life Insurance Works for Wealth TransferHow to Draft a Partial Trust Distribution LetterHow a Conduit Trust Works for Retirement AssetsWhat Are the Requirements for a 2503(c) Minors Trust?How Are Executor Fees Calculated and Taxed?Naming a Charity as the Beneficiary of Your IRAWhat Are the Most Trust Friendly States?Trust Distribution Examples and How They WorkDo Custodial Accounts Earn Interest?What Is the Beneficiary IRA 10-Year Rule?How to Open and Manage an Estate Brokerage AccountWhat Is the Marital Exemption for Estate Tax?How to Make a Life Insurance Policy a GiftWhat Happens to IRS Taxes Owed After Death?What Are Incidents of Ownership in Life Insurance?What Is a Trust Nominee and How Does It Work?Is a GST Trust Revocable or Irrevocable?What Is a Residuary Bequest in a Will?What Are the Requirements for a Valid Crummey Letter?How to Redeem Savings Bonds in a TrustMaking the Section 645 Election for a Qualified Revocable Trust