7 More Family Office Resources:

• A-trust Family Office Definition: A-trust A-trust definition:  Same as a revocable marital trust. An A-trust is the surviving spouse's share of an A/B trust.  See A-trust for more information. Download our free Family Office Report to learn ...
• B-trust Family Office Definition: B-trust B-trust definition:  Same as an irrevocable credit shelter trust. A B-trust is the deceased person's share of an A/B trust.  See A/B trust for more information. Download our free Family Office ...
• A/B Trust Family Office Definition: A/B Trust A/B Trust definition:  An A/B trust consists of two trusts -- an A trust and B trust.  The A/B trust's purpose is to allow both spouses to transfer assets to ...
• Special Needs Trust Family Office Definition: Special Needs Trust Special Needs Trust definition:  A special needs trust is established to care for a disabled person.  The beneficiary cannot have any control over the assets or directly receive ...
• Irrevocable Trust Family Office Definition: Irrevocable Trust Irrevocable Trust definition:  A trust becomes irrevocable once the grantor is deceased. The terms of the trust cannot be altered, and the trustee must follow the trust document.  An ...
• Abstract Of Trust Family Office Definition: Abstract Of Trust Abstract Of Trust definition:  An Abstract Of Trust is an abbreviated trust document that certifies the existence of a trust, without revealing confidential details such as beneficiaries and assets ...
• Employee Trust Family Office Definition: Employee Trust Employee Trust definition:  An employee trust is established by an employer (grantor) for the benefit of employees (beneficiaries). See the definition for Employee Stock Option Plans for an example ...