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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

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

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

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

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

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

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

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.

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

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

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

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