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Using a Guidebook style approach to your estate planning, we work with you to identify your concerns and tailor a plan to keep you in control of your affairs and pass along your values, stories and wealth to your loved ones and your causes. We onl...
Practice areas: Trusts, Estate Planning, Wills & Living Wills
Robin Balsam has been in private practice since 1984 and has over 30 years of experience. She is an assertive litigator with extensive experience in highly contested probates, will contests, uncovering and pursuing perpetrators of fiduciary fraud ...
Practice areas: Trusts, Probate, Guardianship, Elder Law, Estate Planning
I have first-hand, personal experience in matters of probate and non-probate estate settlement, assisted living and long term care placement, financial planning for long term care, and using powers of attorney for financial and health care matters...
Practice areas: Trusts, Probate, Elder Law, Wills & Living Wills, Estate Planning
Heather L. Crawford joined Robin H. Balsam P.S. in 2006. Since then, she has extensive experience in complex guardianship, trust and probate litigation. In addition to private practice, Ms. Crawford’s caseload includes appointments by the court as...
Practice areas: Trusts, Probate, Guardianship, Power Of Attorney, 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.