The Whitehall Ledger - Serving Southern Jefferson County in the Great State of Montana

Extension Office: Discussing Testamentary Trusts

 


This is part of monthly series of articles focusing on estate and legacy planning. Authors are Kaleena Miller, Madison-Jefferson County Extension Agent, kaleena.miller1@montana.edu, and Marsha Goetting, MSU Extension Family Economics Specialist, goetting@montana.edu.

A person can create a testamentary trust with a written will says MarshaGoetting, MSU Extension family economics specialist. A testamentary trust is one that is set up according to the instructions contained in a person’s last will and testament. The owner’s property, such as stocks, bonds, mutual funds, home, bank or credi...



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