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Probate Litigation – When Is it Worth it to Challenge a Last Will and Testament?

If you are considering challenging the probate of a last will and testament, there are several factors to consider.

May 29, 2024
Pet Trusts

Question: My spouse and I do not have any children of our own, but we have two dogs who we care for and treat as our children. We want to make sure they are taken care of should a time come when we no longer are able to and when we pass away. Is there any kind of estate planning we can do to make sure our dogs are cared for?

July 13, 2018
The Case for Naming a Trust as Beneficiary of Retirement Funds

One of the most misunderstood planning strategies is that Retirement funds, such as 401(k)s, 403(b)s, traditional individual retirement accounts (IRAs) and Roth IRAs should not name a trust as designated beneficiary. My clients are often advised to name individuals and not trusts, even minor or disabled beneficiaries.

July 2, 2018
The Difference Between Revocable and Irrevocable Trusts

My wife and I recently executed a Revocable Trust and re-titled our home and some bank accounts into the name of the trust, thinking that we had taken the first steps toward protecting our assets should one or both of us need Nursing Home care in the future. I just heard from a friend of mine that a Revocable Trust does not protect my assets and that what I should have considered was an Irrevocable Medicaid Trust, could you explain the difference?

May 20, 2016
Tax Consequences of Creating a Medicaid Trust

The typical Medicaid trust is a grantor trust for income and estate tax purposes. The grantor trust rules came about after high earners tried to lower their income tax consequence by scattering their income to various trusts over which they maintained control.

April 6, 2016
Grantor Trust Rules

The grantor trust rules came about after high earners tried to lower their income tax consequence by scattering their income to various trusts over which they maintained control. By spreading their income out, the earners were subject to the lower tax brackets.

March 18, 2016
Supplemental Need Trusts and Supplemental Security Income

My son has developmental disabilities and, as a result, is unable to make enough money to support himself. He only has a savings account with $25,000 in it; is there any government assistance available for him to receive some income?

January 1, 2016
Descendants Trusts

As an Elder Law attorney, many clients consult with me with regard to trust planning to protect assets from the cost of long term care. However, many clients do not realize trusts can also be used to protect assets for your children.

February 19, 2014

Our Blog

Thought Leadership

Estate planning involves careful consideration of various factors to ensure that your assets are protected and distributed according to your wishes. One element that can add an extra layer of flexibility and protection to your trust is the inclusion of a Trust Protector.

July 14, 2023 Read Article

An Irrevocable Life Insurance Trust (“ILIT”) is a valuable estate planning tool used to reduce estate taxes – known as death taxes during an election year. Whether you need an ILIT depends on how much your assets are worth now or what your potential net worth is in the future.

January 30, 2023 Read Article

When residential property is owned by a trust, the trustee may sell the property if the terms of the trust permit it. The trust would be the seller of the property and the trustee must sign the listing agreement, contract of sale and closing documents.

September 23, 2022 Read Article