The conversion of a trust from a first-party, also known as a self-settled, trust to a third-party trust is a ...

Establishing a trust is a powerful tool for not only managing assets but also for strategically minimizing taxes across multiple ...

Intellectual property, encompassing creations like inventions, literary and artistic works, designs, and symbols, names, and images used in commerce, presents ...

Navigating the investment landscape for a special needs trust (SNT) requires careful consideration, as the primary goal is to provide ...

Establishing a testamentary trust allows you to dictate how and when your assets are distributed to beneficiaries after your passing, ...

Navigating the complexities of providing for a loved one with special needs requires careful planning, and a frequent question arises ...

Navigating the complexities of special needs trusts requires careful consideration, particularly when it comes to allowable expenses. While seemingly straightforward, ...

Navigating the complexities of trust administration often brings questions about control and flexibility, particularly when unforeseen circumstances arise. While the ...

Navigating the complexities of estate planning often leads to questions about what occurs when a beneficiary named in a trust ...

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while receiving an income ...

Establishing a special needs trust (SNT) is a powerful tool for safeguarding the future of individuals with disabilities without jeopardizing ...

Establishing a trust is a significant step in estate planning, but life is dynamic, and circumstances can change, leading many ...

Absolutely, a trust can most definitely be funded with property—real estate, stocks, bonds, vehicles, and other assets—rather than solely with ...

The modern estate plan must now address the increasingly complex issue of digital assets – everything from online bank accounts ...

Navigating the intricacies of estate planning, particularly with provisions like bypass trusts and minor beneficiaries, requires careful consideration to ensure ...

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but many donors also want to create a lasting impact beyond ...

Estate planning isn’t just about *what* happens to your assets after you’re gone; it’s about *how* and *when* they’re distributed, ...

Navigating the complexities of special needs planning often involves considering expenses that aren’t immediately obvious, such as modifications to clothing ...