Category: Estates & Trusts Page 4 of 21

Smart Women Protect Their Assets: Essential Information for

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And you may use a living will in conjunction with a durable health care power of attorney. The point is that a dollar figure has nothing to do with whether or not a revocable living trust is appropriate, but it is taken as gospel for most attorneys. If you are interested in establishing a Trust in Minnesota, then our lawyers are here to help. Lawyers in this group have significant experience in preparing court accountings and federal estate, gift and fiduciary income tax returns.

Guiding Those Left Behind in Virginia

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The charitable remainder unit trust (CRUT) is similar to CRAT with the difference that in the CRUT the donor can make more than one transfer to the trust. Planning wise, we usually recommend trusts to avoid probate proceedings at death and to provide for substitute decision making in the event of disability. Amongst other things, the appraiser must have a good knowledge of property values in the area in which he is appointed.

Guiding Those Left Behind in Kentucky

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Advisor testimonials may not represent the experience of all advisors using TD Ameritrade brokerage services. The continuity of a family owned business is yet another consideration – will your business successfully transition from one generation to the next with minimal stress and financial upheaval? One requirement is that the executor/attorney needs to publish notice in a local newspaper to run for 2 consecutive weeks.

How to Settle a Simple Estate Without a Lawyer: The Complete

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Many of my clients reside outside of New York State and I assist them with representation in New York State so that their New York matters can be handled effectively and efficiently. With our main office located in Lower Manhattan, we aim to serve this wonderful borough and city with true professionalism and diligence. An estate planning attorney will be able to guide you through the probate process and represent your interests in court.

The Complete Guide to Planning Your Estate in New Jersey: A

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Estate and business succession planning are of critical importance to our clients, many of whom are entrepreneurs or heads of public or closely-held businesses. My Trustee may make payments for the benefit of any minor beneficiary to his or her natural guardian or to any other person having care or custody of such minor, or in direct payment of his or her expenses of the types my Trustee is authorized hereby to meet. If you need advice reagrding your estate plan, Although a revocable trust may help avoid probate, it is usually still subject to estate taxes.

Stealing Home - A Con's Guide to Inheritance Theft

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What if there is one child that is involved in farming and one that isn't? A conservatorship, while beneficial in handling the assets for a minor that can't handle those assets, can be a challenge and potentially frustrating experience. With proper planning, a couple who creates an AB trust may avoid probate, escape estate taxes and preserve family assets. What might you do to prevent that outcome? The executor reports to the Master of the High Court during the course of the administration process and the Master may request further particulars and specific documentary evidence from the executor at any time.

Executor's Guide, The: Settling a Loved One's Estate or

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Non-probate assets may also require special attention. At Metz, Bailey & McLoughlin, our experienced attorneys are current with federal and state estate planning laws. Whether the challenges facing the client are tax, fiduciary, or family oriented, local or international, we are ready to resolve them in a timely manner. One of the primary missions of our organization is to inform the public on estate planning matters and issues that confront us all.

The Complete Guide to Planning Your Estate in Texas: A

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Marti Starkey and the professionals of Harrison & Moberly, LLP are here to listen. The firm meets its clients' objectives with precision, providing inventive solutions through the organization of limited liability entities and the creation of trusts. Call me to schedule an appointment in my Sarasota or Lakewood Ranch office. Banks and trust companies (that are qualified) meet all of these qualifications. A charitable trust is allowed a charitable contribution deduction and is usually considered organized as of the first day on which it is funded with amounts for which a deduction was allowed.

INHERITANCE HIJACKERS, Who Wants to Steal Your Inheritance

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Our lawyers routinely work with estate planning clients to ensure all assets – including real estate, businesses, IRAs, qualified retirement plans, stock options, securities, annuities and life insurance – are properly integrated into their estate plans. Several cautionary notes need to be sounded about durable powers of attorney. And without a will, you can’t disinherit heirs. The executor need not honor any request made less than two months before the filing deadline for the return. • Where is the line beyond which remote beneficiaries to an accumulation trust will not be considered for pur-poses of Designated Beneficiary treatment?

Equity & Trusts Q&A 2006-2007 (Questions and Answers)

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The trust can hold property, assets, or funds donated by the grantor. When you establish a Trust in Minnesota, you are naming a trustee who will have legal title to your property. This article examines the tax considerations, and discusses several exclusions which may be helpful in avoiding the imposition of tax. Allows you to choose the data by which the thread list will be sorted. Discourage clients who want to execute wills by themselves.