Special Needs Planning – Making the Trust Work Over Many Years – Part 1
7 years ago
Planning for the Needs of Disabled Children
Jack and Mary have five children, one of whom suffers from Down Syndrome. While their…
7 years ago
Trustee Compensation is a Complex Issue
7 years ago
A/B Trusts Permit Tax Advantageous Trust Funding
When Carole and Michael created a trust for the benefit of their adult children, they…
7 years ago
Heirs Must Be Notified on Grantor’s Death of the Existence of an Irrevocable Trust
When Oliver died, at the ripe old age of 96, he left behind eight lineal…
7 years ago
Selecting a Financial Manager for the Children of Deceased Parents – Part IV
When we last heard from Jenna and Mark, they were clinging to one another, attempting…
7 years ago
Planning for the Support of Minor Children – Part III
When we last met Jenna and Mark Livingston, they were hunkered down in St. Thomas,…
7 years ago
Appointing a Guardian for Minor Children is a Difficult Decision – Part II
Perhaps the most important decision you will ever make is who will serve as guardian(s)…
7 years ago
Appointing a Guardian for Minor Children is a Difficult Decision – Part I
Jenna and Mark Livingston were living the life of Reilly. At age 30, they had…
7 years ago
Filing For Divorce Complicates Everything
After years of marital discord, John and Angie Wakefield finally decided to call it quits. …
7 years ago