Legal Resource Center

By Whitney L. Sorrell, JD, CPA, MBA | Contributing Guest Writer, Sorrell Law Firm, PLC

Decanting is an increasingly popular way to add flexibility to irrevocable trusts (IRT). It's also a great opportunity for planners to add value...

by Matthew T. McClintock, JD | Partner, Evergreen Legacy Law

Despite its name, it is a myth that Irrevocable Trusts (IRTs) cannot be modified. When circumstances change that impose new adverse consequences — or when new opportunities emerge that...

by Jonathan A. Mintz, JD | Contributing Guest Writer, Evergreen Legacy Planning

In a year of change and uncertainty, planning for non-US citizens meets a vital need for many families and is a growth opportunity for trusts and...