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By: Jack Stephens

Natural Death
December 4, 2018

The following represents excerpts from the book, Dying to Know by Tani Bahti and my view and comments on the particular…

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It’s Late in the 4th Quarter and I’m out of Timeouts.
October 30, 2018

“It’s Late in the 4th Quarter and I’m out of Timeouts.” This is a statement made to me by one of…

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Client Confusion – “Who Does What In Which Documents”
August 23, 2018

I was involved in a consultation with a potential new Living Trust client the other day which has prompted me to…

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A-B Trusts from Dr. Jeckyl to Mr. Hyde – Tax Issues for the Children
July 23, 2018

Tax Issues for the Children Problem: If you have an A-B Trust which mandates the division of the Trust estate on…

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Living Trust Catastrophes – Part 2
June 18, 2018

The Living Trust Advisory Newsletter – Part 2 A Series of Articles on Living Trust Catastrophes (As Seen by an Experienced…

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Living Trust Catastrophes – Part 1
June 18, 2018

The Living Trust Advisory Newsletter – Part 1 A Series of Articles on Living Trust Catastrophes (As Seen by an Experienced…

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Estate Planning and Divorce
March 19, 2018

Estate Planning and Divorce – Clients contemplating divorce need to consider revision of their estate plans. Dissolving a marriage often renders…

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Financial Durable Powers of Attorney: Potential Opportunity for Theft
December 13, 2017

Financial Durable Powers of Attorney – We all need well drafted financial powers of attorney for potential incapacity. But your agent…

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Does the Trust Die with the Decedent?
November 1, 2017

Successor Trustee Successor Trustee – We have had numerous calls by Successor Trustees after a parent/client dies. The Successor Trustee (usually the…

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IRAs Now a Creditor Target
October 11, 2017

Inherited IRA In light of the recent U.S. Supreme Court case of Clark v. Rameker, creditors will begin to zero in…

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