Archives for 18 Jul,2017

Problem: Triggering event occurs and majority of siblings want to sell the family home displacing one sibling who has lived with decedent parent.  All siblings want the Picasso in their home or the Winston Tear Drop Diamonds.  Not all siblings want...

Problem: Exemption at $5.4 million and combined assets are $5 million each or less.  Traditional Trust provisions require Bypass funding rather than allow flexibility.  Majority of liquid assets are allocated to the Bypass Trust.  Surviving Spouse...

Problem: Triggering events occur; 120-day letter is mailed and siblings are surprised at their being disinherited; trust has disproportionate allocation of assets or requirements to sell assets to which siblings have an attachment; assets go into trust...

Problem: Client pays $4,000 to $6,000 for a Revocable Trust, Pour-Over Will, Health Directives and Powers of Attorney.  Attorney provides a letter of instructions outlining what should be done. Package goes into the office drawer, safe deposit box or...

Problem: Client pays $4,000 to $6,000 for a Revocable Trust, Pour-Over Will, Health Directives and Powers of Attorney.  Attorney provides a letter of instructions outlining what should be done. Package goes into the office drawer, safe deposit box or...