Dividing Large Assets in AB Trust

[zbaba4]

What is the name of your state (only U.S. law)? AZ

We have a typical AB Trust. Our largest asset is our house , which is 80% of our assets in the Trust. Upon the death of the first trustmaker, how can we divide assets to A/B with the house representing 80% of them? ( right now with no estate tax, goal is 50/50)

 

[Dandy Don]

Hire a certified financial planner or a trust attorney to make sure your wishes/goals are accomplished correctly.

 

[TrustUser]

5/8 of the house would be deeded to one trust. 3/8 of the house would be deeded to the other trust. along with placing the other 20% of the assets in the other trust.

this would make it a 50-50 split in worth, between the two trusts.

 

[TrustUser]

you could also split the house between both trusts, and split the 20% remainder between both trusts.