Blog

Testamentary Trusts

  • Sep 28, 2015
  • General
  • Trust Law

There are many varieties of trust available for use in estate planning. A majority of these trusts are established while the grantor is still alive. However one particular type of...

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Preparing a Will

  • Sep 21, 2015
  • General
  • Probate Law
  • Trust Law

A will or last will and testament, as it is sometimes called, represents the foundation of the estate planning process. Suffice to say, most people are familiar with the basics...

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Special Needs Trust

  • Sep 14, 2015
  • General
  • Trust Law

Special needs trusts were created for circumstances that arise in life that can create the need for assets to be set aside to provide for the support of a person,...

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Codicil to a Will

  • Sep 7, 2015
  • General
  • Probate Law
  • Trust Law

Like a will, a codicil to a will is a testamentary instrument, included after the initial will is executed. Essentially, writing a codicil to a will alters or expands the...

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What are Intentionally Defective Grantor Trusts?

  • Aug 17, 2015
  • General
  • Trust Law

Considering differences between grantor and non-grantor trusts often leads estate planners in the direction of examining the comparative tax savings under the different forms of trust. An intentionally defective grantor...

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Grantor Trust

  • Aug 10, 2015
  • General
  • Trust Law

Understanding the Grantor Trust and Non-Grantor TrustGrantor trusts and non-grantor trusts represent the two primary types of funded trusts or trusts that hold assets. Besides, the difference in name, these...

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Grantor Trust Taxation

  • Aug 3, 2015
  • General
  • Trust Law
  • Tax Law

Tax considerations often guide the decision on whether or not to place assets in trust, and to the type of trust format used. Particularly, aspects of grantor trust taxation guide...

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Grantor Retained Income Trust

  • Jul 27, 2015
  • General
  • Trust Law

A grantor retained trust in the form of a grantor retained income trust or a grantor retained annuity trust provides an attractive option for estate planners given their ability to...

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What is a Bypass Trust?

  • Jul 13, 2015
  • General
  • Trust Law

A bypass trust attorney can provide an evaluation as to whether this structure is an appropriate asset management vehicle. Counsel experienced in bypass trusts can also provide advice regarding the...

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What is a Living Trust?

  • Jun 29, 2015
  • General
  • Trust Law

A living trust allows you to place assets in a trust while still alive, as opposed to a will that only provides written direction concerning the distribution of your assets...

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How To Make A Will

  • Jun 22, 2015
  • General
  • Probate Law
  • Trust Law

Understanding how to prepare a will serves as the foundation of the estate planning process. Understanding the basic principles as to the legal impact of a will and the proper...

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Challenging A Will

  • Jun 15, 2015
  • General
  • Probate Law
  • Trust Law

A number of problems can arise from the instructions regarding how to dispose of a decedent’s assets under a will. One of the most common issues involves someone challenging a...

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Asset Protection Trusts

  • Jun 1, 2015
  • General
  • Trust Law

What is an asset protection trust? Functionally an asset protection trust is similar to any other type of trust. Like other trusts, an asset protection trust requires the following elements: a...

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