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 ...

My wife’s irrevocable trust has been receiving checks for 20 years — but her trustee recently died and the bank locked the ...

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 ...

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 ...

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 ...