Category Archives: Estates & Trusts

Closely Held Businesses in Estate Planning

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Estate law involves some of the things which are held most dear in life—health, family and property. Please visit our WEBSITE for more information regarding our practices areas. We assist clients in a wide variety of federal, state and local tax controversies relating to income tax, estate and gift taxes, sales and use taxes, gross receipts taxes and property taxes. This qualification is a collaboration between STEP and CLT International (CLTI), available in England, Scotland and Wales..

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Pearce and Stevens: the Law of Trusts and Equitable

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Summary of 1996 California Legislation Affecting Probate, Trusts, Conservatorships and Guardianships The Section was successful in having enacted almost all of its legislative proposals (in AB 1467, AB 2751, and SB 392) and in responding to the proposals of others. Since the advent of the unlimited marital deduction in 1981, the marital deduction-credit shelter, or A-B Trust, has become ubiquitous. Carol lives in Los Gatos with her husband and young children.

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Practical Trust Administration

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If you are a professional, asset protection from your patients and clients is something you have to do. Think of Trusts and Estate Planning like building a house. If you name a minor as a beneficiary, the court will probably insist on a guardianship until the child legally becomes an adult. He is a member of the Society of Trust and Estate Practitioners (Canada) and the Canadian Bar Association and Ontario Bar Association.

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Wills, Trusts, and Estates, Ninth Edition (Aspen Casebook)

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If the income is a percentage of the trust assets and the amount of income you receive fluctuates each year, the trust is a GRUT (Grantor Retained Unitrust). The assets contained in the A trust are distributed to beneficiaries named by the surviving spouse. When you die, the assets and property interests you leave behind are your estate. To understand the laws governing trusts a good starting point is the Restatement (2nd) of Trusts.

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Federal Income Taxation of Estates, Trusts and Beneficiaries

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There are many questions a parent may have when it comes to planning for a child with special needs. How then can we dispense advice to clients regarding Uniform Prudent Investor Act compliance? Fees will be discussed at your initial appointment to help give you a clear idea of the anticipated costs for professional services. Possessions owned solely in your own name go through probate. If a revocable trust owns a checking account that the settler-trustee uses for personal expenses, he should have his own name printed on the checks.

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Antitrust Law (Analysis and skills series)

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It only takes one call to Wilson-Goodman Law Group, PLLC to begin the process: 480-359-1758, Toll Free: 800-409-2187. Our estate planning services include: The preparation of wills and trusts (including revocable “living” trusts to avoid or reduce probate costs, and irrevocable life insurance trusts) Crafting durable powers of attorney, healthcare powers of attorney and living wills The implementation of sophisticated estate planning techniques, including Family Limited Partnerships, Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts and Intentionally Defective Grantor Trusts Special needs planning for families with disabled loved ones, including the preparation of special needs trusts Fill out the form at right to contact FLB’s experienced team of estate planning and estate administration attorneys and learn how we can help you protect the people and things that matter most.

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Anderson's The Simple Will in Ohio (2008-2009 Edition)

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Relieving you of the stresses associated with family problems. Making a will is especially important for people with young children, because wills are the best way to transfer guardianship of minors. The morale of the story: if you have a biological child out there that you want to disinherit, and you don't want to spend a minimal amount of money to have a will written, you can just refuse to recognize that child as in fact your child and, according to Iowa courts, that child will not inherit from you.

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Aspects Of Tenant Eviction In Property Management Practice:

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This article explains several of the new hybrid entities and some factors to consider in using them as part of an overall philanthropic plan. People just want to keep their affairs private.” Over the last decade Concord Attorney Elsie Sadek has seen “a significant increase in probate litigation.” This comes at a time when court access is being reduced by mediation, arbitration and the court backlogs. Estate Planning is not just about wills and trusts, it's about continuing service.

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Making a Will in Australia (Blake's Go Guides)

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The property in the B trust is never considered part of the surviving spouse's estate. As an estate planning and estate … more An Estate Planning and Estate Administration Lawyer represents clients in all stages and all walks of life: Traditional families need Wills and Trusts to appoint Guardians and provide protection for children if both parents die while children are … more Thompson Law Office, PLLC practices estate planning law, including drafting wills and trusts, estate administration law, and elder law, including conservatorship and planning for disability.

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California Wills and Trusts, Fundamental Principles, Ethical

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A revocable trust is used to avoid probate and to use a person's remaining estate tax exemption and generation-skipping transfer tax exemption to maximize tax benefits. Cambridge LLP > Expertise > Estates, Trusts & Wealth Planning Cambridge LLP provides clients with specialized expertise in estate management and wealth planning. Or, should you go for an S corporation? Our services cover essentially all aspects of estate planning, including: Members of our Trusts & Estates Department are fellows of the American College of Trust and Estate Counsel (ACTEC), members of the New Hampshire Trust Council, and have written a number of articles related to estate planning.

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