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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Unless this is your real relative, this is a scam.  Stay away and do not send money or give personal information.

Get a copy of the trust from who ever informed you that you are in charge.  If you know where the assets are maybe you can get a copy form the bank or financial institution.The trust also might b ...Read more

My wife is a dual British and American citizen with property in the UK, so I understand your issues.  Yes, you can transfer the US and UK properties under one California trust that would con ...Read more

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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

General Musings on Privacy

Privacy in the digital age has become a buzzword that few fully understand. Most clients understand privacy is important at a basic level, but don’t full inform themselves as to what this means ... Read more

Special Needs Trust Fairness Act

Unfortunately, many people underestimate the abilities of those individuals with mental or physical disabilities. In reality, many people with disabilities are able to handle many of their own affairs ... Read more

$708,000+ Settlement

We recently won a settlement in excess of $708,000 for our client, a beneficiary of several decedents’ trusts, in resolution of a contest of a disputed amendment to one trust and of claims regar ... Read more

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