Using Your Federal Estate Tax Exemption and Allowing Spousal Access (The SLAT)
USING YOUR FEDERAL ESTATE TAX EXEMPTION AND ALLOWING SPOUSAL ACCESS (THE SLAT) Read More
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Assisting Clients with Gun Trusts
As published in Steve Leimberg’s Estate Planning Newsletter on May 3, 2016. Reproduced courtesy of Leimberg Information Services, Inc. (LISI) at https://www.leimbergservices.com. “New regulations on gun trusts issued by the Bureau of Alcohol, Tobacco, Firearms, and Explosives change the rules concerning the purchase of firearms by gun trusts. Those interested in acquiring Title II...Read More
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Caring for a Disabled Beneficial: Third Party Special Needs Trust
caringfordisabled metroQUARTERLY, Nov/Dec/Jan 2014/15 Read More
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Drafting Considerations for the Third-Party Spendthrift Trust after In re Castellano
As published in Steve Leimberg’s Asset Protection Planning Newsletter on 9/10/14. Reproduced Courtesy of Leimberg Information Services, Inc. (LISI) at https://www.leimbergservices.com. “The court’s expansive ruling and failure to apply correct law in the Castellano case is concerning for practitioners using spendthrift clauses in third-party trusts. Fortunately, the decision...Read More
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Asset Protection: Planning Trusts
BY MARY E. VANDENACK Asset protection planning has become a standard part of an estate plan. There are a variety of techniques that can be used for asset protection planning. Among those techniques are a variety of different types of trusts. The best trust for your plan depends on your specific asset structure and goals. Spendthrift trust. A spendthrift trust protects assets by placing control...Read More
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Special Needs Trusts
BY MARY E. VANDENACK What is a special needs trust? A special needs trust is a trust that can provide access to financial resources for a disabled family member while maintaining their access to governmental assistance. The trust can do this because it allows a third-party trustee to provide the beneficiary certain resources while limiting access so that government eligibility for aid is not...Read More
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