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With some exceptions, such as trusts, life insurance payments, retirement plans, and a few other things

beneficiary is already designated on a life insurance or a retirement account Property is owned by a trust

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

guardians named who can care for your kids if you die while they are still young, or appoint someone you trust

with guardianship are numerous and complicated so it will be necessary to engage the services of a trustworthy

However, if you have a trust created as a part of your estate planning strategy, the trust may be a beneficiary That’s because there’s a difference in tax treatment of living persons vs. trusts.

However, the trust fund that finances Medicare’s hospital coverage is fully funded until 2028—that’s The 0.2% COLA that the trustees project for 2017 still could change with inflation.

Future of Popular Estate-Planning Tool May Hinge on Election,” discusses the grantor retained annuity trust With a GRAT, assets that are expected to appreciate are transferred to the trust for a retained annuity When the trust expires, any remaining assets left after the annuity is paid are given to the beneficiaries In a grantor retained annuity trust, if the assets produce a return in excess of the tax code Section

A properly created trust will help to avoid probate for the assets in that trust.

They think their will or living trust controls their distribution. Classic estate planning mistake. of your non-probate assets every few years; and make sure the beneficiaries of your will and living trust

One idea is a life insurance policy purchased and owned by an Irrevocable Life Insurance Trust (ILIT)

stock can be transferred to the charity by arranging it with the broker or by doing so in a will or trust