Dunham Trust Company Building Relationships That Last Generations
Trust Glossary

Limited Power of Appointment - Restricted to appoint to a specific class of heirs. Person in possession of this power will not have it included in the holders' taxable estate.


Back To Glossary


The content in this glossary is general in nature and is intended for informational purposes only. It is not intended to provide specific advice or recommendations for any individual or organization, because the facts and circumstances surrounding each situation differ. Please consult your attorney, tax advisor or other professional advisor for advice on your particular situation.






Website Disclaimer    Anti-Money Laundering Requirements    Privacy Policy Statement

© 2017   Dunham Trust Company   All Rights Reserved