Legal Articles, Estate

Advice for Families in Probate or Trust Distribution

Guidance for people who are in probate cases or Trust Administration

ASSET PROTECTION: Offshore vs. Domestic Trust (Int’l Persons)

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.

ASSET PROTECTION: Offshore vs. Domestic Trust (US Persons)

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.

Legal Duty of A Trustee

Duty of a trustee to protect beneficiaries, and remedies for breach.

Estate Planning 101

Quick review of Estate Planning with brief explanations of Wills, General Durable Powers of Attorney and Medical Advance Directives.

Collaborative Law: A Structured Resolution Out of Court

An overview of the Collaborative Law model approach to alternative dispute resolution.

Property Division: Community Property Versus Equitable Distribution

This CLE provides comparisons between Community Property Jurisdictions and Equitable Distribution Jurisdictions for legal practitioners.

"Do we need a Will, we have no assets"

If you have minor children, you need a Will. This article explains the reasons why.

Your Estate Plan and Your Safe Deposit Box

If you have an estate plan and a safe deposit box (SDB) you may be wondering one of two things. First, can (and should) you re-title your SDB in the name of your trust? Second, is your SDB a good place to keep your estate plan documents?

Special Needs and Income Taxes

Are you the family member or caretaker of an individual with special needs, or an individual with special needs? If you or your loved one, as an individual with special needs, meets the government definition of “disabled,” you may be able to take advantage of tax benefits for related expenses.

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