Estate Planning
WSJ Article addresses trend away from institutional trustees
In a recent WSJ Wealth Advisor article, Anna Prior addresses the trend away from institutional and professional trustees for many trust settlors/creators. In…
Update on reverse mortgages
In a recent WSJ.com Real Estate article, Anya Martin provides some current information on reverse mortgages. She notes that reverse mortgages give older…
Gun trusts continue to be important planning tools
In a recent WSJ Wealth Advisor post, Planners Use Gun Trusts to Smooth Firearms Transfer, Anna Prior discusses the growing use of “gun trusts”…
Are trusts obsolete?
In a recent WSJ Wealth Advisor article, The New Rules of Estate Planning, Laura Sanders asks, essentially, whether revocable trust based planning has…
Trust decanting explained
Trust-decanting gains favor. In a recent WSJ.com Wealth Advisor article, trust decanting is discussed and explained. Decanting is “pouring” one trust into another new…
What incentives should my trust include to motivate my children and grandchildren?
In defense of incentive trusts. Some estate planners discourage use of incentive trusts, which require heirs to meet certain conditions. But New Jersey-based…
Myths About Trusts
In a recent article, Forbes explores some “myths” about trusts laid bare by some recent events. Former Police lead singer, Sting, told…
What is your estate planner focusing on?
In a recent WSJ WealthManagement article, Charles Redd, a St. Louis based attorney, notes that planners spend much time on tax avoidance…
Recent article on 5 biggest common planning mistakes
In a recent article, CNBC’s Shelly Schwartz discusses what the article says are the five biggest common estate planning errors….
Woebling case on “intentionally defective grantor trusts”
In a post updating the status of the Commissioner v. Woebling, Bob Keebler summarizes the strategy behind intentionally defective grantor trusts, why they…
