I have several referrals for trust administration attorneys. Which questions to ask?
Finding the right trust administration attorney is not always a simple process. Read more here to learn about which questions to ask.
Creating an Estate Plan When Your Spouse Is Not a U.S. Citizen, Consider a QDOT
Unfortunately for couples with a non-U.S. citizen spouse, the unlimited marital deduction doesn’t apply, so consider a Qualified Domestic Trust or QDOT.
Trustees Should Include These Provisions When Sending Notice of a Trust Administration
The administration process begins with a requirement of sending notice of a trust administration to the beneficiaries of that trust. Read More Here.
Protection of Dependent Adult
We have created over 8,000 estate plans. We have handled numerous trust administration cases. Learn more about our results.
Protecting favored children in your estate plan
Often the client is making an estate plan or amending it for the purpose of protecting favored children. Read here for more information.