Category Archives: Estates & Trusts

Drafting Trusts and Will Trusts

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One of the growing areas in the probate court is contested conservatorships and guardianships. Dumaine’s will explicitly named only his “legitimate heirs”; Charney, who was born out of wedlock, was out of luck. David Mendels is a certified financial planner and director of planning for Creative Financial Concepts in New York. When devising an estate plan, the firm considers how best to protect your children, support your loved ones and contribute to the charitable causes that are special to you.
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Principles of Equity and Trusts Law 2nd edition

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It's possible to change a will and update an estate plan whenever you want. This flexibility will normally avoid the necessity of conservatorship proceedings in the future, and will provide for the smooth transition of control from the trustor to a trusted, selected individual or entity. We will take the time to understand where you are in life, your goals for the future, and the dreams you have for your family. We have a long history of providing estate administration services to families in Maine, New Hampshire, and Massachusetts.
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Wealth Secrets of the Affluent: Keys to Fortune Building and

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While the information on this site is about legal issues, it is not legal advice or legal representation. C. on Gift giving made easy - Annual exclusion reduces your taxable estate - How can you reduce the size of your taxable estate? The name of William’s real estate trust is the “Domus Dulcis Domus”, latin for “Home Sweet Home”. Estate Planning ensures that there is a holistic plan to take care of your personal and financial matters, should you pass away.
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Kaplan PMBR FINALS: Trusts: Core Concepts and Key Questions

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Spencer has helped lawyers broaden their trusts and estates practices and more efficiently meet their clients' needs in-house. Illinois Enables ABLE Accounts for Disabled Individuals. Without a valid will, your estate becomes subject to Florida laws, and may not be distributed as you would like. To learn what we can do for you and your family, please call our law offices today, or read on to learn more about the complete suite of services we offer. Our Section has two main committees: a CLE Committee and a Legislative Committee.
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8 Ways to Avoid Probate

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Administering estates by collecting assets, paying liabilities and distributing to the beneficiaries in accordance with the Will or intestacy legislation (where there is no Will). Deductions that are properly allocable to this income or gain are allowed to reduce the amount subject to tax. The Family Trust, a separate entity, is not counted as part of the surviving spouse’s estate upon death. Zaslow has been a practicing attorney since 1976, and is admitted to practice law in Florida and New Jersey.
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Cruising Through Retirement

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For example a Will may indicate a child will receive a certain part of the assets (the corpus) upon completion of college, The options for what a person can do with a will are extremely broad. A basic Washington estate plan should include, at a minimum, a will. Consider consulting a lawyer who specializes in wills and trusts to find out whether or not a living trust makes sense for you. Except as otherwise described in this privacy statement, JD Supra will not disclose personal information to any third party unless we believe that disclosure is necessary to: (1) comply with applicable laws; (2) respond to governmental inquiries or requests; (3) comply with valid legal process; (4) protect the rights, privacy, safety or property of JD Supra, users of the Service, Website visitors or the public; (5) permit us to pursue available remedies or limit the damages that we may sustain; and (6) enforce our Terms & Conditions of Use.
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Environmental Law in a Nutshell 8th (egith) edition Text

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Of course, the devil is in the details, in determining what types of changes are appropriate and the method in which the changes can be done under state law. Your plan should be reviewed and updated as your family and financial situations (and laws) change over your lifetime. This article considers the relevant statutory and case law authority that impacts the rights of posthumously conceived children. You can specify your wishes in the document so your agent knows how to treat you on your behalf. 3) Will the State take my house if I go into a nursing home?
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The Executor's Handbook: A Step-By-Step Guide to Settling an

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Whether it’s providing income to a surviving spouse, funding education for children or grandchildren, or contributing to a favorite charity, the trustee complies with the instructions in the trust. Our primary focus on estate law enables us to provide quality legal representation for Trust and Will drafting, Probate Administration, Estate Litigation, Executor Support, Guardian Proceedings, & Elder Law Representation. Along with this Affidavit, a Preliminary Change of Ownership Form must be completed and recorded at the same time.
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Get It Together: Organize Your Records So Your Family Won't

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An experienced and detail-oriented lawyer who specializes in estate planning can help you craft every aspect of a thorough estate plan. For an evaluation of your estate planning needs, arrange a free consultation today. We may also ask to see your driver’s license or other identifying documents. Upon graduation she served as law clerk to the Honorable John H. Although the issue is beyond the scope of this article, the IRS has stated that it recognizes that the activities of a fiduciary having sufficient discretion and control over the affairs of the trust may qualify as material participation (IRS Technical Advice Memorandum 201317010).
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How to Probate an Estate in Texas: With Forms and Checklists

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We understand that Landed Estates and Trusts often have their own specific rules and details that need to be taken into account. You’ll receive a binder containing copies of all documents and letter re-titling assets. There is a typical package of documents that we include for nearly every client. After her father passed away, his portion of the family assets moved into the trust, as stipulated in his will. The laws that govern trusts are considerable and complex. Strategize alternatives and quantify potential tax savings.
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