Many people think that estate planning is just having documents prepared. They have a lawyer prepare a Will, get it…
If called upon to determine the meaning of a trust, or to resolve some ambiguity, Court look for the intent…
The following sample language comes from a trust that was drafted years ago, however it remains useful in understanding issues…
One of the most important tasks when creating a trust is selecting the trustee. You can have the best trust…
In Hammerberg v. Department of Human Servs. (Minn. Ct. App. 4/22/2024), the State made an estate recovery claim against what…
The amounts below are the estate tax exclusion amounts as provided by the IRS. Unless Congress takes action, in 2026,…
Gun trusts were developed so gun owners can pass their firearms to beneficiaries or heirs at death (or disability) without…
Medicaid's "Any Circumstance" Test for Trusts In case you missed the memo, Medicaid doesn't like trusts. The rules relating to…
SNT Trustee Ordered to Reimburse Some Conservator Expenses In Weidner v. Stevenson (Cal. App. 2nd Dist. May 13, 2024), Roberta…
In Agency for Health Care Administration v. Spence (Fla. App. 3rd Dist May 22, 2024) the Court of Appeals reversed…