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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%3:59 PM EST

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To: James B. Ditsworth who wrote (87399)8/30/1999 1:33:00 PM
From: greg s  Read Replies (1) of 186894
 
James, OT - OT re:stock & estate planning

First, I am NOT an estate lawyer, but I would recommend contacting an attorney who specializes in estate planning and is especially knowledgeable of your state's tax laws. Check into a "simple A/B trust" where all your assets (including brokerage accounts) are set up in the trust's name. In this scenario, you and you wife are both trustors and trustees of the trust. Again, I am not a lawyer, but such a plan has worked for me.

Best regards,
Greg.
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