A Trust Beneficiary is in Prison for a Felony: Is the Trust Exposed to Creditor Liability? Recently, a client contacted our office because one of their trust beneficiaries was convicted of a felony and sent to prison. The client wanted to know what happens to the beneficiary’s interest and whether it could be accessed by…
Have you wondered what the federal landscape of estate tax has looked like over the last twenty years? It is helpful to have an understanding of current law and future changes in the law when planning your estate. Please get in touch with us if you have any questions about estate tax and how your…
The United States Supreme Court legalized same-sex marriage in 2015. Prior to the landmark decision in Obergefell v. Hodges, some states were allowed to deny marriage licenses and spousal benefits to same-sex couples. Now, all states are required to issue licenses and recognize legal marriages of all couples. Benefits include federal income tax benefits, retirement…
Your Living Trust contains private information. Instead of making every aspect of the Trust public, you can provide a Certificate of Trust to businesses or people you are dealing with on behalf of the Trust. The Certificate of Trust is a condensed document which is used to verify the important features of your Trust, and…
If you own a timeshare, chances are you’re wondering how to get out of it. Most people who own a timeshare ask this question sooner than later. Luckily, if you have recently signed the contract, you may still be within the rescission period. However, even if this time has passed, you may still have options….
