Showing posts with label trusts. Show all posts
Showing posts with label trusts. Show all posts
Friday, January 17, 2025

Planes, Trains, and Automobiles- In or Out of a Revocable Living Trust?

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You can play the video in the embedded viewer by clicking on it, or you can play the video fill size in its own window by clicking below (RE...
Wednesday, July 21, 2021

Pandemic Pets, Pet Companionship, and Estate Planning Considerations

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Pet companionship took on new meaning and importance during the pandemic as lock-downs, quarantines, social distancing, and social isolation...
Tuesday, July 25, 2017

Article: Philip Seymour Hoffman’s $12 Million Estate Planning Mistake

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Attorney John M. Goralka has written an excellent article for Kiplinger , entitled, Philip Seymour Hoffman’s $12 Million Estate Planning M...
Sunday, July 23, 2017

Trust Can be Reformed to Change Beneficiaries

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Can a trust be reformed to add beneficiaries where the trust as originally drafted fails to include beneficiaries?  According to a recent...
Monday, October 19, 2015

Married Couples Should Reconsider Home Ownership In Trust

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A narrowly divided Ohio Supreme Court has ruled that the transfer of a home between spouses prior to Medicaid eligibility is an impr...
Monday, September 14, 2015

170 Million Pages Why You Should Avoid Probate

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"You can learn a lot about people from their wills. You can see who was happily married and who was disappointed in their fami...
Saturday, April 18, 2015

Payments from Special Needs Trust Causes Section 8 Ineligibility

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Special Needs Trusts (SNT's) are generally designed to prevent beneficiaries from losing their Medicaid and Social Security eligib...
Monday, November 17, 2014

Questions to Ask Before Serving as Trustee

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Being asked to serve as the trustee of the  trust  of a family member is a great honor. It means that the family member trusts your judgm...
Thursday, October 9, 2014

Good News for Trusts that Manage Real Estate

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In the recent Frank Aragona Trust case, 142 T.C. No. 9 (2014), the US Tax Court reached a taxpayer favorable decision, one that benefits tr...
Monday, July 21, 2014

A Walk on the Wild Side of Estate Planning

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Reed performing at the Hop Farm Festival  in  Kent , 2011 http://en.wikipedia.org/wiki/Lou_Reed Danielle and Andy Mayoras wonder, in ...