Tag Archives: family trust

Upcoming Elder Law Clinics

    Estate planning, tax minimization and asset protection concerns are very different for single people versus married couples.  Learn what steps singles need to take to protect yourself and preserve your assets.  Attend one of my elder law seminars … Continue reading

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A Cautionary Tale

  Last week I met with a delightful couple in their early 80’s with a big problem.  Over 10 years ago, at the urging of their four children, these folks transferred to their kids a so-called “remainder interest” in the … Continue reading

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Using Revocable Trusts for Tax Planning

I tell almost all of my clients who are married and have an estate worth more than $1,000,000 to consider using revocable trusts in their estate plan to defer payment of estate tax for as long as possible. This type … Continue reading

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Balancing the Needs of the Spouse and Children Using Disclaimers

The conclusion of my previous post alluded to an estate planning strategy that tries to balance the needs of the surviving spouse and children as trust beneficiaries by taking advantage of the surviving spouse’s disclaimer rights. This post will discuss … Continue reading

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Tried and True Trust Provisions May Not Always Be The Best Fit

Old habits die hard but recently I have found myself re-thinking some of the basic tenets of tried and true estate tax planning involving revocable trusts. This article discusses one such tenet, with others to follow in subsequent posts. Trusts … Continue reading

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