Million Dollar Babies: Leaving Assets to a Minor
Can you imagine receiving a few hundred thousand dollars in your account when you were 18 years of age? Typically, parents wish…
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Some String Attached: Protection Through a Spendthrift Trust
Under the terms of a trust, a trustee holds legal title to the trust assets for the beneficiary. The trust documents dictate…
RUN FOR SHELTER!!! Or Don’t? Is a Credit Shelter Trust Still Necessary?
Before the statutory portability provisions were made permanent, people often used Credit Shelter Trusts (“CSTs”) in order to maximize the estate tax…
Advantages Of An Irrevocable Life Insurance Trust
Many Americans may be unaware of what an irrevocable life insurance trust (“ILIT”) is, let alone the benefits it may provide to…
Estate Planning Oversight Will Cost Koch Estate 3 Million Dollars
After the death of New York City legend Ed Koch on February 1st, 2013, his estate plan became the topic of public…
Insurance Considerations When Transferring An Asset To A Trust or LLC
Two popular and time-tested methods of wealth transfer are the trust account and limited liability company. While both of these options can…
Using a Flexible Irrevocable Life Insurance Trust to Shelter Life-Insurance Proceeds
Many people do not realize that life insurance proceeds are in fact taxed. Although these proceeds escape income taxes, they ARE counted…
Learning From Celebrity Mistakes: The Case of the Houston Estate
The premature death of six-time Grammy winner Whitney Houston should serve as a somber reminder that wills not only need to be…
Court Finds that J.P. Morgan Mishandled Trust, Orders $18.1 Million Payout
An Oklahoma judge has recently held that J.P. Morgan & Chase Co.’s administration of the Carolyn S. Burford trust was “grossly negligent…
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