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  • Home
  • About
  • Services
    • Estate and Trust Attorneys
    • Business Valuations
    • All Attorney Services
    • Estate Planning
    • All Individual Services
    • Fiduciary Accounting Services
    • Estate Tax Planning and Preparation
  • Who We Serve
  • Resources
    • Tax Organizer
    • Client Login
    • Make a Payment
    • Online Tax Guide
    • Refund Status
    • Make A Federal Tax Payment
    • Our Blog
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Tag: transfer assets

Follow all rules when transferring assets to an irrevocable trust

Irrevocable trusts can provide a variety of benefits, including gift and estate tax savings, creditor protection, and the ability to control how assets are distributed. To preserve these benefits, however, it’s critical to respect all trust formalities.

Patten and Company is a Dallas based CPA firm providing businesses and individuals, across a wide array of industries and with varying levels of complexity, with customized tax and accounting services.

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  • 10000 N Central Expressway, Suite 290 Dallas, TX 75231
  • Call: 214.696.1922
  • Fax: 214.696.1301
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