Trust Planning

Recent Articles
Modifying or Terminating a Trust
You can modify or end some types of trusts anytime, but other types may never be changed. ... Read more

A Special Needs Trust Can Help You Qualify for Other Benefits
Government programs such as Medicaid and Social Security help low-income disabled persons access essential medical and caregiver services. Ownership of even modest amounts of property or income can disqualify you from such programs. To address this problem, you can set up a special trust to preserve ... Read more

Charitable Trusts Are Generally Irrevocable
If you want your estate plan to include some of your favorite charities, there are generally two types of charitable trusts to consider. Each type of charitable trust has unique characteristics and, depending on which one you choose, you may even see some immediate tax savings. Most Charitable Trusts ... Read more

Managing Trust Taxes
Depending on how trust documents are drafted, trust income can be taxable to beneficiaries, to you, to the trust, or to a combination of all three. Maybe you want to pay the tax so your beneficiaries don't have to. Maybe you prefer that the trust pay them separately. When creating your trust, you have ... Read more

When Is a Revocable Trust a Good Idea?
One type of trust that is commonly used by estate planning lawyers is the revocable living trust, which allows you to retain control over your personal assets. However, revocable living trusts aren't for everyone. In some cases, the disadvantages can outweigh the benefits. A Revocable Living Trust Gives ... Read more

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Trusts And Estates Questions

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Call the attorney that filed the estate. Or look at the clerk's probate website online. Or go to the courthouse and check out the probate file. There are certain filings you can make to make sure you ...Read more

Your best bet is to contact several attorneys for a fee quote. The attorneys should be in a convenient location. Many attorneys(myself included) publish a fee schedule on their websites. My website ...Read more

Trust administration is required to wind-up the affairs of a decedent.  Call an attorney for a full consultation.

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The Basics of Trust Administration

Trust Administration refers to the management and distribution of trust property by a legally designated person, usually referred to as a trustee. This is to be done in the best interests of the benef ... Read more

Trust Litigation and When It Is Necessary

After the passing of a loved one, the issue inevitably arises of how to dispose of the decedent’s property. The foresight to provide a written revocable trust is of great help, but even this doe ... Read more

How can I locate a trust?

ESTATE LAW, TRUST, TRUST INSTRUMENT. LOCATION, FILING, JURISDICTION Q: My niece’s mother died in 2008 and supposedly there is a trust for her once she reaches age 27. Her dad just died this past ... Read more

Do we as joint tenants with right of survivorship now owe an inheritance ta

: My mom is still alive at 83, but 12 years-ago gifted her home to me and my four sisters all individually named on a deed as joint tenants in common with right of survivorship. 10 months-ago one of m ... Read more

What Happens to an Estate If a Spouse Dies Before a Divorce is Finalized?

If a married couple separates and one spouse files for divorce, what happens if either spouse passes away before the divorce is finalized? Does the surviving spouse have a claim to the deceased spouse ... Read more

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