Aging-in-Place Planning and Elderlaw

The blog reports information of interest to seniors, their families, and caregivers. Recurrent themes are asset and decision-making protection, and aging-in-place planning.

Showing posts with label pocket deed. Show all posts
Showing posts with label pocket deed. Show all posts
Tuesday, April 11, 2017

Pocket Deeds Are Horrible Planning Instruments

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I recently discussed with an estate planner the advisability of using a “pocket deed” to fund a revocable trust.  A pocket deed is a deed...
Monday, December 7, 2015

Court Invalidates Pocket Deed As Fraudulent Effort to Defraud the Surviving Spouse

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[The following is reprinted from my former newsletter, Your Estate Matters .] A recent case from Tennessee illustrates the dangers inherent...
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Monty L. Donohew
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