Posts tagged with: "Trusts"
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12 Jan 2011, 3:02 pm
Then you need to start thinking about funding the trust, transferring assets to the trust, and all the terminology of trusts. [read post]
28 Oct 2011, 10:48 am
Wills v. trusts or is it trusts v. wills or is it really wills AND trusts!? [read post]
28 Feb 2023, 9:56 am
In contrast, an irrevocable trust typically transfers control of the assets to the trust itself or a trustee. [read post]
12 Aug 2018, 4:00 pm
Trusts generally are categorized as living trusts or testamentary trusts. [read post]
15 Feb 2018, 9:00 am
The Totten trust is one of the easier trusts to set up and it is relatively easy to change beneficiaries, according to the Wills, Trusts & Estates Prof... [read post]
7 Dec 2022, 9:29 am
Deed of Trust We sometimes hear clients confuse a trust transfer deed with a deed of trust (aka trust deed). [read post]
13 May 2020, 12:21 pm
She rarely worked, yet stole millions from the Western Asbestos Trust in sham billings and insider dealings. [read post]
14 Feb 2019, 2:17 pm
For example, you can use a single trust for your own support during your lifetime and to pass assets to your heirs outside of the probate system […] The post What Is the Difference Between a Revocable Trust and an Irrevocable Trust? [read post]
17 Aug 2023, 11:12 am
Revocable Trusts: A Primer There are two main types of trusts: revocable trusts and irrevocable trusts. [read post]
21 Jun 2021, 3:56 pm
Session 18 – A-B Trusts~ Click on the video to start the tutorial for the “A-B Trusts” The attorneys with Beyer, Pongratz, and Rosen have vast experience with every aspect of estate planning, probate, and business structuring. [read post]
26 Mar 2012, 5:57 pm
First things first: What is a reciprocal trust? [read post]
18 Aug 2016, 5:00 am
Abiding by Trust Terms The Settlor (creator) of a trust creates the trust terms that dictate how the trust is managed, the trust assets invested, and how the trust assets are distributed. [read post]
19 Apr 2016, 11:31 am
Trust Funding Trust funding is one of the most important aspects of an estate plan or asset protection plan. [read post]
9 Jun 2022, 11:45 am
Different types of Trust On a high level, there are two categories of trust: Living Trusts and Testamentary Trusts. [read post]
20 May 2019, 5:01 pm
This article examines how Trust Protectors can add flexibility to your trust. [read post]
30 Oct 2019, 7:57 am
If a trust is irrevocable, then the corpus or principal of the trust and any undistributed income retained in the trust are separate property if the trust was established prior to the marriage, or the funds were received by gift or inheritance and placed in the trust during the marriage. [read post]
12 Oct 2009, 10:03 am
The Purposeful Trust is now available! [read post]
29 Nov 2021, 7:27 am
Understanding Trust Amendments A trust amendment is a written legal document. [read post]
13 Oct 2022, 9:16 am
Marital (A/B) Trust A QTIP trust is similar in several ways to a marital (or A/B) trust. [read post]
10 Jan 2023, 3:00 am
Failing to update a trust can decrease the trust’s effectiveness or cause it to fail entirely. [read post]
