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286 items found for "irrevocable trust"

  • DEALING WITH THIRD-PARTY TRUSTS IN DIVORCE

    The importance of protecting assets through trust can’t be overstated. We’ve often written about this in the context of the value trust creation delivers in terms of providing Third-party trusts might well be a factor in such cases. In the event of a divorce, it has been known for the assets of such trusts to become the focal point Under most conditions, trust money that is brought to a marriage by one spouse or the other tend to be

  • Take a Bite out of Your Tax Bite

    One strategy is gifting into a Grantor Retained Annuity Trust (GRAT), which lets you, in effect, loan savvy year-end strategies” #CapitalLosses #HoustonAssetProtection #EstateTax #IRAs #CharitableGiving #TrustsandEstates

  • Biggest Estate Planning Stories of 2020

    think about death, Prince could have avoided tens of millions in legal and administrative fees with a trust

  • THERE MAY BE VALUE CREATING A TRUST, EVEN WITH MODEST ASSETS

    These days there may seem to be fewer reasons for establishing trusts. Setting up a trust, administered by a trustee, allows for greater control over asset distributions. A trust could receive third-party contributions that can help the special needs person. Another plus with trusts is that if they are properly structured, they can adapt. Tax and trust laws do change over time and a trust needs to have flexibility to change with them if necessary

  • How to Prepare for Your First Estate Planning Meeting

    Many people believe that, unless they own huge sprawling mansions or complicated trust funds, they have

  • What a Tangled Web We Weave By Signing Documents We Don’t Read

    insurance benefits will go to the beneficiaries you indicated when you purchased the policy, not the trust

  • Figuring Out What To Do When Your Family Fails To Live Up To Their Promises

    But our firm can show you how to put assets into a trust that your loved ones can tap into after you

  • Tighten Up Those Loose Ends in Your Estate Plan

    If you just had your estate planning attorney draft a trust without changing the deed to your real estate to reflect ownership by that trust, most states would not let the real estate pass through your trust A trustee can list the house for sale within hours of your passing, but an executor of your will must

  • You Can Create Your Own Estate Plan – But Should You?

    Multi-million dollar estates Disabled Children/Individuals with Special Needs Who May Require a Special Needs Trust

  • New Orleans Saints Owner in Middle of Estate Battle

    and the deadline is fewer than two weeks before the start of a scheduled jury trial over control of a trust The trust assets include nearly all of San Antonio-based Lone Star Capital Bank, 50% of five auto dealerships was nothing left to discover in the case since Renee has owned all the Shirley Benson Testamentary Trust The purpose of the litigation is to establish a new trustee for the Shirley Benson trust. Antonio Mayor Phil Hardberger and estate planning lawyer Art Bayern as temporary co-receivers of the trust

  • Protecting Elders from Danger

    Having a capable, trustworthy elder lawyer can be invaluable in protecting older loved ones from the attorneys who are also well-credentialed in estate planning can assist you plan for retirement, establish trusts

  • Should I Pre-Plan and Pre-Pay for my Funeral Expenses in Texas?

    Some funeral homes put that money in a trust fund or buy an insurance policy naming itself as beneficiary of “unknowns”, an alternative (and sometimes better option) is to work with an attorney to create a trust

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