020 Irrevocable Pure Grantor Trusts With David Zumpano (Part 1)




Smart Planning 101 show

Summary: ...How Using An IPug (TM) Trust Is Like Putting Your Money in A Safe What is an Irrevocable Pure Grantor Trust, and why would you want one? In Part 1 of this 2-part series, national asset protection & elder law specialist/CPA/Attorney David J. Zumpano, co-Founder of Lawyers With Purpose LLC, explains the history of trusts, how they work, and why they work, based on the common law of the United States. In Part 2, Dave further explains how the trust actually works, who it is appropriate for, and how an irrevocable pure grantor trust fits in to a complete estate plan. To read the show notes, visit www.SmartPlanning101.com/20