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The time to consider your estate plan is when you have children to care for, 50 years or older, relocated and planning a trip.
With a significant change oflife events, remember to update your estate plan to address beneficiary designations for life insurance, investment accounts and bank accounts. It is an important time to update your estate planning as well be reviewing your trust documents.
Do not deed your property to your children!
Guidance for people who are in probate cases or Trust Administration
This is a continuation of the discussion in Part I of this series regarding the advantages and disadvantages of two common asset protection techniques: offshore entities/accounts, and the US asset protection trust.
Ours is an international law firm, so offshore work has always been part of our practice. Lately, however, we have been moving away from recommending offshore to our US clients.
Duty of a trustee to protect beneficiaries, and remedies for breach.
Quick review of Estate Planning with brief explanations of Wills, General Durable Powers of Attorney and Medical Advance Directives.
An overview of the Collaborative Law model approach to alternative dispute resolution.
This CLE provides comparisons between Community Property Jurisdictions and Equitable Distribution Jurisdictions for legal practitioners.