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7 Jun 2024, 11:35 am by davidowlaw.com
June 4, 2024 • Volume 5 Issue 249 Medicaid trusts are very flexible…read on: CLIENT QUESTION: Under what scenario would my Irrevocable Medicaid Trust pay out money to children? [read post]
12 May 2014, 2:00 pm by Gerry W. Beyer
If concerns exist as to whether children will make wise decisions in the future, estate-planning practitioners can suggest creating an incentive trust. [read post]
15 Dec 2015, 9:40 am by sklemp
Language English Regaining Trust – Reuniting Children With A Former-Alcoholic ParentTue, 12/15/2015 - 17:40 There are many reasons why families break up. [read post]
1 Feb 2010, 7:51 am by Randy Coleman
In many cases, a person will provide in their estate planning documents for a testamentary trust to be established to provide a vehicle for the management and protection of the assets being left for children or grandchildren. [read post]
24 Jun 2013, 12:00 am by Roger Levine, Estate Planning Attorney
The post Protecting Children From a First Marriage appeared first on Levine & Furman, LLC. [read post]
4 Feb 2015, 11:33 am by Danielle & Andy
The trust gives the rest of the contents of the Tiburon house to Susan, specifically excluding the items gifted to his children under the trust. [read post]
20 Nov 2011, 9:37 am by Liza Weiman Hanks
  First, if you have minor children, the Will is where you nominate guardians for them. [read post]
24 Jan 2014, 5:58 am
The individual transfers assets to the trust, retaining the right to receive income generated by the trust, with the principal of the assets eventually being transferred to the beneficiaries such as the spouse or children of the individual. [read post]
14 Apr 2015, 8:00 am by Gerry W. Beyer
When Gilbert Paul had his revocable living trust amended by attorney Richard Patton, he intended for his children and not his wife to be granted an interest in his brokerage accounts, and real and personal property. [read post]
9 Oct 2010, 4:00 am by Trusts EstatesProf
Hershey, founder of the chocolate company, established a trust to fund the Milton Hershey School, which is the nation’s biggest residential school for impoverished children. [read post]
29 Jun 2012, 12:01 pm
If you have minor children, you know that estate planning is crucial. [read post]
5 Oct 2016, 9:45 am by Marsha Tesar
Special needs trusts, also called supplemental needs trusts, can be a very important estate planning tool for parents of children who are likely to need special care and financial support throughout their lives. [read post]
4 Apr 2016, 12:27 pm
 There are obviously certain limitations, but simple things are much easier including:1)  like moving the trust from one jurisdiction to another;2)  interpreting confusing terms of a trust;3)  approving the resignation of a trustee;4)  appointing a new trustee; 5)  granting or removing a trustee power; 6)  determining trustee compensation; 7)  approving an accounting; 8)  terminating a trust (if not… [read post]
4 Apr 2016, 12:27 pm
 There are obviously certain limitations, but simple things are much easier including:1)  like moving the trust from one jurisdiction to another;2)  interpreting confusing terms of a trust;3)  approving the resignation of a trustee;4)  appointing a new trustee; 5)  granting or removing a trustee power; 6)  determining trustee compensation; 7)  approving an accounting; 8)  terminating a trust (if not… [read post]
6 Aug 2007, 10:10 pm
They use the example of a case where a family put their cottage into a cottage trust, and when the children grew older, the children wanted cottages of their own. [read post]
27 Feb 2012, 1:42 pm by mpb369
A Crummey trust is a vehicle that allows parents to take advantage of tax planning through the use of the annual exclusion gift while also not handing over large amounts of money to their minor children. [read post]