Eagle, ID
Estate planning Lawyer at Eagle, ID
Practice Areas: Estate Planning, Probate, Elder Law
Trust Primer Taxation of Trusts Trusts are taxable entities under the Internal Revenue Code. Depending on how the trust is set up (depending on the intention of the grantor), either the trust or the be...
See Full GuideTrust Primer Types of trusts While trusts all have common elements, in particular the three roles necessary to create a trust: grantor, trustee, and beneficiary, the differences are almost endless. The...
See Full GuideTrust Primer Trust Agreement While the trust relationship can be established verbally, it isn't hard to see the issues that can arise in such a trust. Many issues can be avoided by establishing clear i...
See Full GuideTrust Primer What is a Trust? A trust is no more than a relationship among three parties a grantor, trustee and beneficiary concerning property. I. C. 68-104(1)[1]. The grantor transfers (or grants)...
See Full GuidePulling It All Together With the information from the Trust Primer and the Medicaid Primer we can now address the question of whether or how trusts can be used in Medicaid planning. Individuals (or the...
See Full GuideA Medicaid Primer Medicaid benefits are the result of the Social Security Act signed into law in 1965, Lyndon B. Johnson. Medicare (confusing, I know) was created at the same time. The two programs wi...
See Full GuideMany potential clients ask "Do I need a will or a trust or both?" This guide may help you understand on a basic level the differences as well as the pros and cons of using a Revocable Living Trust as a...
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