By: Jack Stephens
A-B Trusts from Dr. Jeckyl to Mr. Hyde – Tax Issues for the Children
July 23, 2018Tax Issues for the Children Problem: If you have an A-B Trust which mandates the division of the Trust estate on…
Read MoreLiving Trust Catastrophes – Part 2
June 18, 2018The Living Trust Advisory Newsletter – Part 2 A Series of Articles on Living Trust Catastrophes (As Seen by an Experienced…
Read MoreLiving Trust Catastrophes – Part 1
June 18, 2018The Living Trust Advisory Newsletter – Part 1 A Series of Articles on Living Trust Catastrophes (As Seen by an Experienced…
Read MoreEstate Planning and Divorce
March 19, 2018Estate Planning and Divorce – Clients contemplating divorce need to consider revision of their estate plans. Dissolving a marriage often renders…
Read MoreFinancial Durable Powers of Attorney: Potential Opportunity for Theft
December 13, 2017Financial Durable Powers of Attorney – We all need well drafted financial powers of attorney for potential incapacity. But your agent…
Read MoreDoes the Trust Die with the Decedent?
November 1, 2017Successor Trustee Successor Trustee – We have had numerous calls by Successor Trustees after a parent/client dies. The Successor Trustee (usually the…
Read MoreIRAs Now a Creditor Target
October 11, 2017Inherited IRA In light of the recent U.S. Supreme Court case of Clark v. Rameker, creditors will begin to zero in…
Read MoreThe Importance of Family Care Contracts
September 20, 2017Family Care Contracts: Many can agree that the best people to take care of our loved ones are the ones closest…
Read MoreU.S. v. Harris
August 23, 2017In a recent case that reached the United States Ninth Circuit Court of Appeals, the Court ruled that assets in Third-Party…
Read MoreCourt Action To The Rescue
August 9, 2017It is rare when I feel that Court action is necessary for estate planning objectives, but this is one instance when…
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