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Index/Organizations/PlannedGiving

PlannedGiving

Fact-Checks

2 results
Dec 14, 2025
Most Viewed

Can lottery winnings be placed into a trust before claiming to reduce inheritance tax exposure?

Yes — placing lottery winnings into a trust can affect estate-tax exposure but it cannot avoid income tax on the prize and its effectiveness depends on timing, the type of trust, state rules and wheth...

Dec 16, 2025
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What types of trusts are best for protecting lottery winnings from estate tax?

Trusts most commonly recommended for shielding lottery winnings from probate and reducing estate-tax exposure are irrevocable trusts (including bypass-type trusts) and specialized “lottery” or nominee...

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