Forms of Ownership by Spouses

Forms of Ownership by Spouses

  1. What options exist to own property?
  2. Joint, ITF, AK/TN/SD community property and community property trusts.
  3. If you have a joint property it may have to be re-titled before gifting?
  4. What is community property?
  5. How can residents of non-community property states benefit from a trust in a state that permits community property treatment?
  6. Can community property spouses dispose of their interest in a community asset?
  7. What are the asset protection benefits of different forms of ownership?
  8. Why ownership must be monitored.
  9. Changes in how and why to own property after the 2017 Tax Act?
  10. Tenants by the entirety?
  11. Periodic reviews are advisable because asset ownership arrangements often are changed over time.

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