Category Archives: Estates & Trusts

A Will Is Not Enough in Connecticut

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In certain instances we may apply for a private letter ruling from the IRS on our client’s behalf to achieve certainty of the tax consequences of a particular transaction. It might also be possible to distribute capital gains. Our experienced estate planning attorneys can do more than list what revocable or irrevocable trusts, gifts, sales and transition plans might be available to you. Contact us via phone at 281-367-6555 (The Woodlands), 972-630-4620 (Dallas) or via email to discuss your legal matter personally with our attorneys.

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Estate Planning for Same-Sex Couples

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Rolling admissions for fall, spring and summer. In essence, a trust can function in the same manner as a will, with assets being distributed upon one’s demise, however, trusts offer an individual much more than the typical estate planning will. What is "Fraudulent Conveyance" in Medicaid Estate Planning? Our lawyers have decades of experience representing parties in the purchase, expansion, and sale of their businesses.

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Executors and Personal Representatives: Rights and

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Graduates of this program will be fully capable of starting and running their own practices or sought after as highly trained associates for established firms. If you have a high value living trust or an irrevocable trust that will require hands-on management to maintain, a professional corporate trustee, financial professional, or attorney might be a better choice. This incredibly important tool becomes a great help to family members who may be challenged with making such health care decisions on your behalf.

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How to Make a Texas Will: With Forms (Take the Law Into Your

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We are also preferred legal service providers and provide discounted legal fees for police, fire, and teachers’ associations. For these reasons the use of trusts has increased dramatically. We also provide counsel in the area of employee benefits business planning, including pension and profit sharing plans, nonqualified deferred compensation plans, incentive stock plans, executive compensation and fringe benefits.

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Equity and Trusts: Textbook (Bachelor of Laws (LLB))

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Contact us for more information about our law firm, our services, and our legal and fiduciary professionals. Probate identifies beneficiaries and makes sure the proper procedures are followed. We assisted a client who won a Nobel Prize in successful charitable planning, which was subsequently emulated by another Nobel Prize winner. You must complete all steps within three years (January 2019 for the 2015 examination). Execution of a General Power of Attorney allows you to determine who will pay your bills, handle your financial affairs, and make other important financial and legal decisions for you, such as selling real estate or gifting assets to your children, if you become physically or mentally unable to care for yourself.

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Advanced Financial Planning Certificate: Tax and Trusts

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Davis Brown's estate planning attorneys draft wills, pre-marital agreements, revocable trusts, irrevocable trusts, living wills and powers of attorney for health and financial purposes. In addition to the time saving (even a simple probate will normally take six months or longer), this may save considerable expense to the successors. A disclaimer is simply a declaration by the recipient of an inheritance that they don’t want the property. This article examines the purchase by the surviving spouse of an interest in the family residence following its allocation to a credit trust as a solution to these challenges.

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Law Express: Equity and Trusts

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To figure out how much life insurance you need, estimate what it would cost to pay off your debts, such as a mortgage and car loans, and to fund savings goals, such as college for your kids. A trust created while the grantor is alive is a living trust. However, there are many additional Estate Planning strategies that can preserve wealth, reduce taxes and strengthen your plan. Forty-five percent (45%) to the JOSEPH PAUL DIMAGGIO, JR., TRUST to be held, IN TRUST, by my Trustees hereinafter named, for the following uses and purposes: (1) Use of Income.

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Equity and Trusts: The Fiduciaries Accountability for

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Through strategic business succession planning, you can ensure your hard work is passed along to the individuals you want to. Wills typically describe the estate, name individuals who will receive specific property, and dictate any special instructions you may have. Our team advises clients ranging from Fortune 500 companies to innovative start-ups in nearly every major practice area and industry. Attorney Robert Clofine is widely regarded as an authority on elder and estate law in Pennsylvania.

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Six Steps to Take When Someone Passes On

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Frees offers his expertise to limit liability exposure to beneficiaries and creditors and can successfully administer wills and trusts in probate court. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Those with smaller estates may need to wrry about state estate taxes, but not in Arizona. It's set up for a term of years, from as few as two to as many as 20 or more.

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A Treatise on the Law of Trusts and Trustees: (V. 1) (1874)

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Quality: We produce customized comprehensive estate planning documents that are of the highest quality and designed to meet your estate planning goals. The author proposes that the statute be eliminated or at least modernized to protect elders from abusive confidential marriages. The trial court initially had ruled that those assets, despite the beneficiary designation, were still subject to the spousal elective share based on earlier court rulings. We will be glad to review your current estate planning documents for free.

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