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CAN MY ESTATE PLAN PROVIDE FOR MY PET?


The other day I was meeting with a client who stated – “I have a silly question, but I need to ask it.  Can I provide for my dog in my estate plan?”  I explained to this client that this question is one that is often asked by many clients with pets.  And why shouldn’t it be asked […]
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Funding The Exemption Sub-Trust Revisited


Some Trust agreements require the establishment of an Exemption Sub-Trust.  This was very common in Trust agreements prior to the dramatic increase in the equivalent exemption for federal estate tax purposes.  The principal advantage of an Exemption Sub-Trust that if it is correctly administered during the life of the surviving spouse, at the time of the death […]
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