Q: I was told I am a beneficiary of my sister’s trust. She owned a home and other assets. Her son is the trustee but we don’t ...

Putting your home in a trust can protect your assets while you’re alive and make the ownership transfer easier after your ...

When hostilities break out between individual co-trustees, incumbent trust counsel faces a representation conundrum. In §8.8 ...

If you decide to set up a trust, it’s critical to find good trustees. You might want to ensure that a young beneficiary doesn’t squander their inheritance on a Lamborghini and forget about ...

A special trust (b) is specifically for beneficiaries who are relatives of the testator and where the youngest of the beneficiaries is under the age of 18 on the last day of the year of the trust ...

Payouts will fall outside a client’s estate for inheritance tax purposes if a policy is written in trust. Beneficiaries will also receive payment quickly without having to go through probate ...

The authors write "When a client has minor children or other minor intended beneficiaries, it is important as attorneys and estate planners that we consider all available options, the desired level of ...

One of the biggest concerns that parents have when leaving substantial assets to the next generation is that if a child knows ...

Setting up a trust fund gives you control over how your money is used after your death, and sometimes even during your lifetime. Trust funds serve various purposes, such as sheltering assets from ...