In a culture of Do-It-Yourself, does it make sense to retain an attorney to complete your estate planning? We are all aware of the availability of legal documents on the Internet and the ease with which you can purchase a legal package to complete your own Will and some related documents. I read an article…

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We all know someone who is in a second marriage and many of us are in a second marriage.  Second marriages can be exciting and fulfilling while at the same time present special planning challenges. A second marriage may include his children, her children, and sometimes our children.  How will the new spouse be provided…

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Several clients ask what they can do for a child who qualifies for means-based government assistance due to a disability.  The simple answer is a Special Needs Trust, sometimes referred to as a Supplemental Needs Trust.  The primary purpose of a Special Needs Trust is to shelter assets that will sustain an improved quality of…

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When creating a trust, there are two basic choices for a trustee: (1) an individual; or (2) a corporate entity.  In our last article, we addressed the individual trustee and factors to consider when choosing an individual trustee.  In this article, we review factors to consider when choosing a corporate trustee. There are three basic…

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When considering an individual trustee for your revocable trust, always consider whether the individual can perform the duties and has the time and integrity to do the job.  Following is a list of factors to consider when deciding upon an individual successor trustee for your revocable trust: 1.  Honestly and integrity. The most important qualification…

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In the world of Do-It-Yourself, does it make sense to retain an attorney to complete your estate planning?  We are all aware of the availability of legal documents on the Internet and the ease with which you can purchase a legal package to complete your own Will and some related documents. I read an article…

Read More