Editors’ Synopsis: Cast in the form of an e-mail, this article provides investment guidance to a new board member of a private foundation. Included in the advice offered is a discussion of socially responsible investing and its various subcategories.
New Hampshire, with the adoption of the Qualified Disposition in Trust Act in 2008, has created an attractive alternative for the creation of Domestic Self Settled Asset Protection Trusts (DAPTs). New Hampshire has positioned itself with its very favorable tax climate; its elimination of the Rule ...
Estate planning for women requires a certain sensitivity. Women typically fail to take active roles in planning their estates and need education as to its importance. Estate planning workshops generally present women as “surviving spouses.” Conversely, planners are told, “the wife makes the ...
An often discussed mechanism in Medicaid/Nursing Home planning is the IIOT, an Irrevocable Income Only Trust. Aside from Nursing Home issues and look back periods we need to first ask about financing issues. Consider whether the Trustee might ever need to obtain financing on the realty, perhaps fo...
Welcome to The Codicil, an online companion to The Estate Planning & Community Property Law Journal at The Texas Tech University School of Law.
Editors’ Synopsis: Cast in the form of an e-mail, this article provides investment...
New Hampshire, with the adoption of the Qualified Disposition in Trust Act in 2008,...
Estate planning for women requires a certain sensitivity. Women typically fail...
An often discussed mechanism in Medicaid/Nursing Home planning is the IIOT, an Irrevocable...
Welcome to The Codicil, an online companion to The Estate Planning & Community...