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Home / Estate Planning / Revocable Trusts Are Not Always Treated the Same as an Individual

Revocable Trusts Are Not Always Treated the Same as an Individual

Edward Lovato · Jul 1, 2021 ·

A revocable trust is treated the same as the individual for most purposes. But for some narrow purposes it can be treated differently. Read on to learn more.

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Edward Lovato
Edward Lovato
Edward W. Lovato is a New Mexico native. After graduating from Rio Rancho High School, Edward joined the Marines and served 13 years on active duty in the enlisted and officer ranks, including tours of duty in Iraq and Afghanistan. Edward founded the Rio Rancho law firm of Lovato Law, P.C. in 2017 and he oversees a practice devoted to providing clients with the best in estate planning. Edward attended the University of New Mexico where he earned both his Bachelor of Business Administration and his Juris Doctor (law) degrees.
Edward Lovato
Latest posts by Edward Lovato (see all)
  • Tax Reporting with Trusts - August 31, 2021
  • Advantages of Using a “Grantor Trust” in Planning - August 27, 2021
  • Taxation of Nongrantor Trusts - August 1, 2021

Estate Planning, legal education attorney, consumer, Estate Planning, federal taxes, IRA, local taxes, revocable trust, sales tax

About Edward Lovato

Edward W. Lovato is a New Mexico native. After graduating from Rio Rancho High School, Edward joined the Marines and served 13 years on active duty in the enlisted and officer ranks, including tours of duty in Iraq and Afghanistan. Edward founded the Rio Rancho law firm of Lovato Law, P.C. in 2017 and he oversees a practice devoted to providing clients with the best in estate planning. Edward attended the University of New Mexico where he earned both his Bachelor of Business Administration and his Juris Doctor (law) degrees.

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Lovato Law P.C.

WHERE WE ARE

Lovato Law P.C.
661 Quantum Rd. NE, Suite 10
Rio Rancho, NM 87124
Phone: (505) 738-3777

OPENING HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

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map for Lovato Law P.C. office

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