Trusts & Estates
The Bypass Trust: It’s not Just for Taxes Anymore
Estate planning attorneys can no longer afford to ignore the non-tax benefits of creating a bypass trust upon the death of the first spouse. Properly drafted, a bypass trust can protect the trust assets from being invaded by creditors or to pay for long-term care costs for the surviving spouse.
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What Every Estate Planner Should Know About Probate Litigation
Learn how you can best serve your clients (and keep them out of court) by downloading “What Every Estate Planner Should Know About Probate Litigation.”Learn More
Advising Clients on Probate
In this Insight Brief learn some popular probate avoidance strategies, along with some advice you can give to make sure your careful plans aren't foiled by your clients' actions (or inaction). Learn More
Deciding Whether to Use a Joint Trust or Separate Trusts for a Married Couple
This article will evaluate the merits of both joint trusts and separate trusts in separate and communityproperty states, examining the issue through the lens of the basic sweetheart estate plan.Learn More