Introduction Most folks (and lawyers) tend to set up trusts in the state where they live and their lawyer practices. While this might seem logical, and it’s what has […]
Introduction and Background It is common to include in a durable power of attorney the right for an agent (the person named to act on behalf of the principal […]
This is the third and final article in a series intended to help trustees identify many of the steps to be taken and documents they might consider retaining as part […]
This is the second article in a series of three articles intended to help trustees identify steps to be taken, and documents they might consider retaining, as part of the […]
Trusts are ubiquitous in estate, tax, financial and asset protection planning. Everyone tends to be pretty focused on the decision process involved in creating a trust. However, clients and advisors […]