Search Results

Transfers to disabled children, caretaker children, certain siblings, and money in any trusts that are

should immediately review and revise, if necessary, the following legal and estate planning documents: Trusts Probate #ProbateCourt #PowersofAttorney #Divorce #Wills #HoustonEstatePlanningLawyer #LifeInsurance #Trusts

Appoint a trustee for your children. circumstances (such as a special needs child or significant inheritance), you might want an independent trustee—such as a bank or trust company—to serve as trustee or as co-trustee to make the best financial choices for Guardianship #EstatePlanningLawyer #ProbateAttorney #Probate #ProbateCourt #Inheritance #Wills #TaxPlanning #Trusts

Luckily, this situation can be prevented through the use of Special Needs Trusts, or Supplemental Needs Trusts, when putting your estate planning in place.

Many use trusts to do just that, which will allow for more of your assets to be passed down to your loved

this type of planning, call our office at (281) 218-0880 and ask about our Domestic Asset Protection Trusts

IRAs and see-through trust status. Usually, trusts aren’t eligible to leverage stretch-IRA provisions. To receive preferential tax treatment for an IRA beneficiary trust, if the trust qualifies for see-through Requirements for a see-through IRA beneficiary trust. To be treated as a see-through trust, a trust must be irrevocable as of the date of death of the owner

Consider a living trust. A will may not cover all of your estate-planning needs. You might want to look at a living trust. A trust can give you flexibility in distributing your assets and can help you avoid probate. In order to create a trust or other estate-planning documents, work with a qualified and experienced These include your birth certificate, will, and living trust. Communication.

For the purposes of wills and trusts that provide gifts or distributions, the rights of adopted and biological offspring are identical – even if the child was adopted after the will or trust was executed.

regarding the legal information they have given me about powers of attorney and how to make sure that the trust it’s kind of interesting now that I remember that when I was in junior high, they asked me to be the trustee of their trust in the event that something happened to their children.

Depending on your situation, trusts and asset transfers may be useful, especially if implemented before

Whether you have stashed it in a safe deposit box or kept it with a lawyer or trusted individual, you