Beneficiary Income Accumulation Trust (BIAT)

Gain Significant Tax Savings

BIAT provisions should be added to almost all new and existing revocable living trusts, retirement benefit trusts and irrevocable trusts (i.e., spousal lifetime access trusts (SLATs), irrevocable life insurance trusts (ILITs) and the like).

K+H'S BIAT PROVISION BENEFITS

K+H’s Beneficiary Income Accumulation Trust (BIAT) provisions create a streamlined solution to most existing estate plans.

Schedule an appointment today for a complimentary consultation to review your estate plan and consider adding BIAT provisions!