Trustee Delegation of Powers

Trustee Delegation of Powers

In selecting a trustee, a settlor normally chooses someone who will administer the trust with sound judgment and faithfulness to the settlor’s vision for the future. It is common, nonetheless, for a trustee to find himself asking—can a trustee delegate certain powers...
How hard conversations now, could avoid a competency dispute.

How hard conversations now, could avoid a competency dispute.

There are a number of factors which could lead to disputes about a will in a family. Unfortunately, there is a growing trend toward claiming a dominant family member is incompetent, and the beneficiaries need access to those funds or that power now. Three factors to...
4 Estate Planning Tips for Unmarried Couples

4 Estate Planning Tips for Unmarried Couples

Around 44 percent of U.S. households are comprised of unmarried couples. Unfortunately, the law does not provide for your partner upon death like it would if you were married. That means that anything you’d leave behind would go to any children you may have and then...
TODD vs. The Gift

TODD vs. The Gift

We are asked about this scenario often: “ My parent wants to transfer his/her home or land to me before something happens. Can we help them?”