Control, Taxes, and What the Documents Don’t Explain
The Structural Difference Between Revocable and Irrevocable Trusts — and Why It Changes Everything for Families with Complex Estates
In this episode, John Christensen, JD, CFP®, and Cameron Bond, CFP®, sit down with Erin Anderson, an estate and tax planning attorney at Kembell Woods Martinsen, to unpack how these structures can be so powerful and beneficial. The conversation covers grantor trust taxation, intentionally defective grantor trusts (IDGTs), valuation discounts on closely held business interests, generation-skipping structures, and the governance risks that emerge when trust design and business succession planning are treated as separate conversations.
