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questions and answers about trusts - TreasuryDirect

www.treasurydirect.gov/indiv/planning/plan_estate_trustsq_a.pdf

The trustee may be an individual or a corporation. ... The grantor, trustee, and beneficiary may be the same person, but as far as the trust is concerned, they are ... assets, and 2) Trust Under Agreement (U/A) meaning the grantor and the trustee are different ... irrevocable trust is one that the grantor may not rescind or cancel.

Personal Trust Services - Fidelity Investments

www.fidelity.com/bin-public/060_www_fidelity_com/documents/PDF_Fidelity_Personal_Trust_Services_Brochure.pdf

like many individuals with substantial assets, you probably also want your wealth .... A Revocable Trust, which may be referred to ... corporate trustee, or a combination of individuals and organizations, there .... Fidelity Personal Trust Company steps in once the individual you name as sole ...... H. Tangible Personal Property.

Revocable Trust Definition | Investopedia

www.investopedia.com/terms/r/revocabletrust.asp

During the life of the trust, income earned is distributed to the grantor, and only after ... A revocable trust is a trust whereby provisions can be altered or canceled dependent on ... Depending on the trust's directions, the trustee, or holder of the assets, ... Because the tax rates for trusts are much higher than for individuals...

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What Does UAD Mean? - Trust Agreement And Wills - The Balance

www.thebalance.com

Jun 28, 2016 ... The term "UAD" is most commonly used when referring to a living trust. ... It stands for “under agreement dated” and it appears in trust instruments ... A revocable trust is one that can be changed at any time by the grantor – the ... Someone else, either an individual or a financial institution, serves as tru...

What Does UDT Stand for in a Trust? | Chron.com

smallbusiness.chron.com

As the owner of a small business, you may encounter a trust agreement, ... In the trust agreement, the grantor names a person, known as the trustee, to take possession ... UDT is an abbreviation for “under declaration of trust,” which is the legal ... This type of arrangement, known as a revocable trust, has several drawbacks.