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Wills, Trusts, POAs

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Protective Trusts Mon, Feb 15, 2016 An estate planning client says, “I want to leave everything to my daughter when I die, no strings attached. Oh, and if she dies, gets divorced or gets sued, I want it protected.” The client does not realize the request is contradictory. Read More

Undue Influence in Will Contest Mon, Feb 15, 2016 Sometimes individuals find themselves in situations where they are taken advantage of, and, unfortunately this is prominently seen in the sick and elderly. Many have heard stories of family members or friends being scammed for money. In the most extr... Read More

What Is A Trust Protector? Mon, Feb 15, 2016 In recent times, trusts often include a designation of a person called a “trust protector” or similar description. The trust protector does not have the duties of the trustee. The trust protector is able to step in when an unanticipated issue arises,... Read More

What is a Trust? Mon, Feb 15, 2016 Trusts are confusing, because they have so many names and purposes. The word “trust” basically means to trust somebody to hold assets. Read More

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