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At Shulman Rogers, Jay leads the Firm's Trusts and Estates Department and serves on the Firm's Board of Directors. His 25+ years of advising clients have given him a great understanding of family dynamics, enabling him to offer a personalized, un...
Practice areas & skills: Trusts, Probate, Estate Planning, Tax, Elder Law
Schedule a complimentary phone consultation online. Alvi advises individuals and families on the design and preparation of estate plans, wealth transfer taxes (estate, gift, generation-skipping), the administration of trusts and estates after a ...
Practice areas & skills: Trusts, Probate, Estate Planning, Tax, Corporate & Incorporation
Mr. Smolen has gained recognition over the past 31 years for his knowledge of complex business transactions, trusts and estates. He incorporates both his business and financial acumen and estate experience to formulate integrated plans for the ben...
Practice areas & skills: Trusts, Estate Planning, Business
Mr. Bergstrom is the founder of the general practice law firm Bergstrom Attorneys PLLC. The firm serves clients in the area of estate planning, LLCs, contracts, leases, landlord-tenant disputes, civil litigation, personal injury, family law, bankr...
Practice areas & skills: Trusts, Corporate & Incorporation, Estate Planning, Limited Liability Company (LLC), Wills & Living Wills
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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.