Trusts are very useful because they split the beneficial enjoyment of trust assets from their legal ownership. Irrevocable Trusts with appointed trust protectors are excellent vehicles for income tax planning and asset protection.
A professional Trustee and Executor, Marguerite Lorenz bases this CLE presentation on the life cycle of an estate plan and suggests ways for you to establish and maintain lasting relationships with your estate planning clients.
If you are in business… you will probably get sued. It’s just a fact in our litigious society. And although the law is a profession, lawyers run business and can also expect to be sued. Legal Malpractice Like most attorneys, you probably feel like there is no way you could ever be sued – until that process server shows up at…
One of your favorite clients is Pearl, who you’ve helped with some real estate and estate planning matters when her husband of 55 years passed away. Even though she’s in her eighties, she’s still sharp as a tack. One day she calls you frantically because her checking account is suddenly overdrawn and she thinks that her housekeeper might be to blame. Document…
What is a Private Trust Company? How does it work? What are the advantages of setting up the PTC in Wyoming? Private trust companies have become an increasingly popular estate planning tool for managing dynastic wealth – but is a Private Trust Company a good fit for your clients? What Is a Private Trust Company? A PTC is a state-chartered entity designed…