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I practice in the areas of estate and tax planning, trust and estate administration and business succession planning. I advise individuals, families and business owners on developing tax-efficient and practical wealth management strategies, includ...
Practice areas: Trusts, Probate, Estate Planning
Review: “When my 67 year old husband was suddenly stricken with a debilitating stroke, I was only aware of the emotional impact. I had no idea of the underlying threat of losing absolutely everything for which we had ever worked ...
Practice areas: Trusts, Elder Law, Probate, Medicaid & Medicare, Guardianship
We have posted an impressive amount of educational material on YouTube to help the public understand estate planning issues. As of November 1, 2016, our videos have been viewed more than 47,000 times for over 2,700 hours. That’s quite a bit of a...
Practice areas: Trusts, Wills & Living Wills, Probate, Tax, Estate Planning
Marissa focuses on transfer tax planning and estate planning for high net worth individuals and their families. Marissa works with individuals and their advisors to develop and implement sophisticated planning techniques designed to minimize gift...
Practice areas: Trusts, Tax, Estate Planning
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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.