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Integrated Estate Planning ( January 2002 )
For the client who needs to protect assets, estate planning may include the use of asset protection trusts (such as foreign-situs trusts) that will put assets safely out of reach. Although there are potentially many reasons to use such vehicles, their use is not for everyone; many factors must first be considered. This article explores the world of the "Integrated Estate Planning Trust," discusses why and when it is used and offers a model planning structure. -
Living Trusts and Estate Planning ( September 2000 )
Introduction If you have been on this planet long enough, you have received a solicitation from at least one at. -
Understanding Living Trusts ( September 2000 )
How They Work How They Avoid Probate How They Save Taxes What is a Living Trust? A living trust is a very. -
Does Asset Protection Really Work? ( October 1998 )
This article reviews the state of asset protection law and provides tips on how to avoid some of the mistakes others have made in the past. -
Has Offshore Trust Litigation Spoiled the Fun? Recent Decisions Regarding Offshore Trusts ( August 2000 )
The effectiveness of the so-called 'spendthrift trust' in protecting an individual's beneficial trust interest from. -
Elder Law ( June 2000 )
ELDER LAW focuses on legal issues for persons over the age of 55 and their families. -
The Revocable Living Trust in California ( June 2000 )
Revocable Living Trusts are used by thousands of people in California to avoid having their estates. -
Understanding Trusts ( April 2000 )
A trust is a contract between a Trustmaker (you) and a Trustee (you) for the Management or Distribution of Assets t. -
Factors To Consider in Establishing and Administering A Revocable Inter VIVOS Trust ( March 2000 )
”Revocable Trust” means a Trust created by written instrument during the lif. -
Special Needs Trusts: A Planning Tool with Promise ( November 1999 )
As advances in medical technology are made available to the average American, and as public benefit eligibility law.
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