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So you want to transfer some of your assets to a trust, but you don’t know how to go about selecting a trustee?First of all, a trust can be an incredibly flexible tool in estate planning. That versatility extends to choosing the trustee. Perhaps a grantor might have...
We have spoken before in this blog about the importance of considering the use of trusts when setting up an estate plan. Different trusts exist to serve the different needs of each testator in California.For instance, parents of children with special needs have unique...
Before we talk about how to choose the right successor Trustee, let's talk about what a successor Trustee does and whether you need to choose a successor Trustee.A Trustee is the legal owner of assets held in Trust. When you establish a Revocable Living Trust, you...
Discovering a last will and testament in an old artifact, book or other hiding place may make for great drama in a movie. However, it’s not recommended for prudent estate planning. Readers may recall some of our planning advice in recent posts about revocable and/or...
Individuals often gravitate toward the bigger assets in estate planning, such as a home, motor vehicles, and/or family heirlooms.A will is certainly a valid approach to those estate planning items. Directions in a will can easily explain how an individual wants...
When it comes to estate planning, is it the thought that counts? A recent article suggests that individuals may not be as concerned about the amount they leave to their heirs as the financial lessons they have imparted. Said more simply, individuals may worry about...
Billionaire hedge fund manager David Einhorn recently announced that his family’s charitable trust would be making a $50 million gift to his alma mater over a time frame of ten years. The purpose of the pledge will be to enable more Cornell students to receive...
In recent posts, we’ve explored a variety of different estate planning instruments, such as wills, revocable living trusts and payable-on-death accounts. In today’s post, we approach estate planning from a different angle: thinking first about the people, or one’s...
According to data from the U.S. Census Bureau and other surveys, the divorce rate for older Americans -- those over 50 -- has doubled. Many in that age group have estate plans in place, involving wills, trusts, or a combination of legal instruments. That begs the...
A recent article claims that almost two-thirds of Americans have not braved the topic of estate planning -- to the point of lacking even a basic will. Yet is bravery required? With the help of an attorney that focuses on wills, trusts and other instruments of estate...
