What Is a Crummey Letter and How Is it Used?

By: Caroline Lupini In these times of great uncertainty, it is perhaps more important than ever to think about what (and whom) we are leaving behind at the end of our lives. When we begin to explore this unpleasant yet crucial subject for the first time, we may be left with more questions than answers.…

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3 Things You Didn’t Know About Crummey Letters

Crummey Letters help us avoid extraneous taxation on sums gifted to beneficiaries of an irrevocable trust, but why do they exist in the first place? In this article, we’ll go over three things you didn’t know about Crummey Letters.

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