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List at Least Three Non-Tax Reasons That You Might Suggest

question 6

Essay

List at least three non-tax reasons that you might suggest to your client Connie that she should consider shifting some income and assets to a trust.


Definitions:

Assignment

The passing of obligations, rights, or property from one individual to another.

Adjudicated Incompetent

A legal status determined by a court, indicating that an individual lacks the capacity to manage their own affairs due to mental or physical impairment.

Capacity

Refers to the legal ability of a person to enter into binding contracts.

Judicial Lien

A judicial lien is a lien obtained by a creditor through court action, usually after winning a judgment against the debtor, granting the creditor a legal claim on the debtor's property as security for the debt.

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