Monthly Archives: February 2013

Capacity to Marry and the Estate Plan

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A durable power of attorney gives you the opportunity to name a trusted individual to manage your financial affairs and legal decisions during your life if you are not able. There are a number of important caveats and limitations such that, while these accounts can be useful for disabled individuals in certain situations, it is not a substitute for comprehensive planning with special needs trusts. The beneficiary designations on those assets will control who they are distributed to, not your will or trust.
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Equitable Remedies

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Our attorneys are prepared to assist local and out-of-state clients with a full range of estate planning services, including: Drafting And Preparation Of Wills, Property Agreements And Powers Of Attorney The most common concerns people have when planning for the future can be handled by a will. In our experience, there are five common situations when it makes sense to have a living trust: You own property in multiple states and want to avoid multiple probates which entail additional court costs and legal fees.
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Financial Planner's Guide to Estate Planning

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Women in Law Empowerment Forum awarded Schiff Hardin its 2015 Gold Standard in Recognition of Integration of Women in the Firm for the 3rd straight year. At the Law Offices of Laguna Hills Attorney Daniel J. The most important characteristic of a trust is that it is a fiduciary relationship (i.e. a relationship based on confidence or trust). In a living trust, you may retain control over the property held in the trust.
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Professional Advisors' Guide to Planned Giving (2006

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Golden Gate University School of Law is the only law school in the western United States that offers a LLM in Estate Planning, Trust, and Probate Law. Another interesting aspect of living trusts is the ability of the grantor to specify whether a given living trust, or grantor trust, is revocable or irrevocable, which in the case of the latter, causes the terms and conditions of the trust to remain in effect permanently, regardless of the wishes of any other party. A will however must be validated and signed in the presence of witnesses and also signed by the witnesses.
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Family and Business Succession Planning, 2015 ed.: Leading

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A will however must be validated and signed in the presence of witnesses and also signed by the witnesses. Superior Court, after which she was associated with major firms in Washington and London, England between 1995 and 2001. Upon graduation she served as law clerk to the Honorable John H. Our Houston estate planning lawyers will listen to your concerns and prepare an estate plan that is tailored to meet your unique needs.
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When Someone Dies in Texas: All the Legal & Practical Things

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The purchase price of the original item, less any money paid to government entities, such as filing fees or taxes, or to other third parties with a role in processing your order, will be credited to your LegalZoom account. He is also a VA Accredited Attorney specializing in the area of VA benefits. Commentary with links to federal statutes, regulations & opinions. Once you have made a selection, we will draft all the necessary documents and have you come into our office to execute.
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Book of Estate Planning Questions & Answers

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The decision of whether to use a life estate or an irrevocable Medicaid trust involves many different areas of law as well as individualized personal factors. By making a Will, you are entitled to select the beneficiaries of your assets. These plans often consist of a number of important documents that can help to outline your healthcare wishes in the event of incapacity and distribute your assets upon your passing.
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A Treatise on the Law of Trusts and Trustees

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We also provide counsel in the area of employee benefits business planning, including pension and profit sharing plans, nonqualified deferred compensation plans, incentive stock plans, executive compensation and fringe benefits. Planning the transfer of wealth through wills, trusts, and other strategies. After an interview, we can craft an estate planning package that can include: A simple or complex will.
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Equity and Trusts: Textbook (Common Professional

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Be sure to include: The information in this article is not intended to be tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. No probate: Complete privacy is something that even the best-written will cannot provide. Title 14, Trusts, Estates and Protective Proceedings, Arizona Revised Statutes. But what if you run into some bad weather on your life journey? The Certification will also set forth how title to the assets should now be held and will recite the new tax identification number to be used for all trust accounts.
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International Succession

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Probate establishes and identifies the assets of the decedent. The personal nature of this work demands much more: you need a seasoned advisor dedicated to the security of your finances now and well into the future. Through the use of these legal instruments, you can designate who receives your assets upon your death or who will take care of your minor children if you are no longer able to. Please note: Making this link available on this page does not constitute an endorsement of the foundation or the site or ACTEC by the ABA or the RPTE Section.
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