Enforcement of No-Contest Clauses


Most wills and trusts, in my experience, contain no-contest clauses, which say something like: if a beneficiary contests the terms of my will or trust they get nothing. Most clients like this language. They think it protects them from a beneficiary who comes swinging out of the corner so-to-speak and tries to claim more than […]
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Amending Your Trust


The main component of the estate plan for most people is a revocable living trust that they establish during their lifetime. When you create a revocable living trust, you can only plan for the present and for the near foreseeable future.  However, an unanticipated change in circumstances in your life may necessitate the amending of […]
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Fix Your Trust?


I received a mailer last week from a law office claiming that with a simple free workshop they could  FIX MY TRUST.  They pointed out a few reasons that my trust might not reflect my needs: Removing A/B Trust provisions. Protect my spouse from “gold-diggers” after I’m gone. Incapacity/guardianship planning. Protect my children’s future inheritance from […]
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What Is A Special Needs Trust?


Planning for a family member with special needs can be overwhelming.  There are many factors to consider when creating an estate plan to protect a family member with special needs.  One tool congress has created under Federal statute is special type of trust for disabled individuals called a special needs trust.   The special needs […]
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Selecting a Trustee


As you prepare to meet with your estate planning attorney, you will undoubtedly agonize over questions like these: Who will take care of my kids when I die? How will I leave my assets? How will I treat my son, Bobby, whom I haven’t heard from in years? Who takes care of me when I’m […]
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‘Tis the Season


  As we near the end of 2016 and Christmas approaches, our thoughts turn to those less fortunate.  Many of our clients express their desire to give to those in need and the various charitable institutions whose missions are to help those who cannot help themselves. However, some clients are unsure of how much to […]
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