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Review: “I made a lot of phone calls before finding Kathleen. A number of the people I talked to were slick attorneys that wanted nothing more than to upsell their services. I was lucky enough to find Kathleen on a review website...
Practice areas & skills: Trusts, Wills & Living Wills, Business, Estate Planning, General Practice
Review: “I had Autumn Engel develop my trust. During the initial visits, she answered all of my basic questions expertly. Later, I had more detailed questions in email, which she responded to very promptly. She has a friendly, ...
Practice areas & skills: Trusts, Tax, Corporate & Incorporation, Wills & Living Wills
Review: “Kristen did a great job. Every step went exactly as she said it would and she was easy to reach with questions. She looked at my whole financial picture and discussed non-bankruptcy options, as well. I would recommend ...
Practice areas & skills: Trusts, Estate Planning, Probate
I am a lucky man. I have a dream job and a loving and supportive family. My work as an estate planner allows me to meet people and really get to know them. I am privileged to be able to listen to inspiring life stories and have others share wi...
Practice areas & skills: Trusts, Estate Planning, Probate, Elder Law
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A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.