Estates & Trusts


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A dynasty trust can be drafted to avoid estate taxes, creditors and divorcing spouses for this period of time. We've all been told that if we do nothing else to take care of our legal affairs, we should write a will. If you were ever to become unable to function on your own, whether through an accident or illness, the Probate Court would have to appoint a guardian/conservator to act as guardian/conservator.

Equity and Trusts: Casebook (Bachelor of Laws (LLB))


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Many people approach estate planning with some level of anxiety because the subject requires one to think of death and leaving loved-ones behind. One aspect that distinguishes the K&L Gates private clients, trusts and estates group is our ability to offer a wide range of legal services in a global environment. However, same-sex couples who are married or have entered into a marriage-equivalent status in their home states could face additional taxes by setting up joint trusts, because same-sex relationships are not currently recognized by the federal government, under the federal Defense of Marriage Act.

Equity and Trusts Textbook (Old Bailey Press Textbooks)


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I am a local Bay Area estate planning attorney. Besides providing instructions about gifts of your property – like your home, car, investments and jewelery – your will can provide instructions for payment of your debts, selection of an executor for your estate, and appointment of a guardian for your children. You may take IBF programs prior to achieving either of these requirements, but a designation will not be granted until these have been done. We take a multidisciplinary approach – combining corporate and transactional capabilities, legislative experience and wide-ranging industry knowledge – to advising a range of clients, including managed care organizations, insurance companies, trade associations and other industry participants.

Asset Protection Strategies & Forms



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Any estate planning strategy will have to account for unavoidable issues, such as probate periods, tax laws, existing liens, as well as the common problems associated with dividing one’s life assets. He is also a published author and has helped sculpt estate planning laws in North and South Carolina. As your NY estate planning law firm, our goal is to save your estate money – from court fees to estate tax. Today, more than anything, I enjoy being successful on behalf of a client.

Taxation of Estates, Gifts and Trusts (American Casebook


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Does the lawyer seem interested in solving your problem? You are not required to transfer all of your assets into your trust. If most of the estate's holdings are in real estate or other illiquid investments, heirs may have trouble raising cash to pay the estate taxes. While no one wants to think about disability or death, establishing an Estate or Long-Term Care Plan and protecting one's family from the potentially financially devastating expenses of long term care is one of the most important steps you can take to safeguard yourself and your loved ones.

Estate Planning Client Strategies, 2010 ed.: Leading Lawyers


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People who do estate planning want to make sure that their assets are passed on to their loved ones without problems, without high legal fees, and without time delays. Through the use of these legal instruments, you can designate who receives your assets upon your death or who will take care of your minor children if you are no longer able to. He was formerly a member of their panel on Forming and Advising the New York Not-for-Profit Organization.

Texas Probate Code 2010 (Texas Estates Code)



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We have a toll-free number and welcome your call anytime. This article examines those modifications, places them in historical context, and opines as to whether these modifications should be replaced with the provisions of the Uniform Act. A revocable trust typically becomes irrevocable upon the death of the grantor. We are experienced in addressing the complexities of federal Medicare and Medicaid laws and regulations. With respect to wills, we offer all traditional services associated with drafting key documents.

Influence Of Subarbanization On Real Estate Market: The


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When it comes to cost, a basic trust plan may run anywhere from $1,600 to $3,000, or possibly more depending on the complexity of the trust. We represent individuals in all aspects of estate planning, including the preparation of: Wills, Testamentary Trusts, Special Needs Trusts, Revocable and Irrevocable Trusts, Powers of Attorney, Living Wills Health Care Proxies. Hodgson Russ is known for developing and implementing strategies to protect the assets of its clients from creditors, including spousal creditors in the event of a divorce.

Probate in California


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The trustee then notifies the beneficiaries that gifts have been received for them and, unless they elect to take the money immediately, the trustee will invest the funds by paying the premium on the insurance policy. For example, if there a checking account of $1,500 and a savings account of $10,001 you would be able to take a completed affidavit of distribution to the bank and they will cut a check out to you. Proposed regulations released August 2, 2016 would permanently and profoundly change estate planning for families that own a controlling interest in a privately held corporation, partnership, or limited liability company.

Wills and Probate



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As part of our commitment to providing individualized client service, we offer both flat fee and hourly fee billing arrangements, as well as free annual reviews to our existing estate planning clients. The Trusts & Estates Practice Group at Genova Burns specializes in assisting clients in considering and implementing life-long estate planning to minimize tax obligations, preserve wealth and to provide for effective and strategic wealth distribution in accordance with one’s objectives.

Estates and Trusts (University Casebook Series)