• Home
  • Continuing Legal Education (CLE)
  • Subcriptions
  • Submissions

Home

Main Menu

  • Home
  • Professional Articles
  • Announcements
  • Student Comments
  • Professor Beyer's Blog
  • Case Law Updates

Resources

  • EPJ Official Website

Designed by:
SiteGround web hosting Joomla Templates
Welcome to The Codicil: An Online Companion

Special Considerations in Planning for Non-Traditional Families

Written by Tanya D. Simpson

In today's rapidly changing legal, political and economic climate, non-traditional families are increasingly seeking the counsel of estate planning attorneys to help them navigate through the often conflicting federal and state recognition of their relationships. We as WealthCounsel attorneys need not fear to tackle these issues, as we are particularly well equipped to design and build good, strong plans for these families. We have a very well outfitted toolbox, and we know how to use most of the tools already. Planning for non-traditional families is simply a matter of applying logic and our good knowledge of what each tool can and cannot do, and then structuring the pieces in a way that is most beneficial to these families.

Read more...
 
Written by Administrator   

New Estate Planning Model Takes Care of Families

Written by Vincent Bonazzoli

Clients look to an estate planning attorney to create a plan so that their affairs are in order. They desire to leave their family in good financial condition, without difficulties and with family harmony intact. Clients do not come to the attorney to simply receive documents or technical legal advice. Instead, they come to the attorney with the intention and assumption that the plan will take care of their families when they die or become disabled. Rarely do traditional estate plans accomplish this goal.

Read more...
 

The Irrevocable Income Only Trust

Written by Brian F. Mahoney

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 for a new burner or roof. Most Lenders will not mortgage realty owned by any irrevocable Trust. Would deeding realty into an IIOT make a pre-existing mortgage due and payable?

Read more...
 

A Certain Sensitivity - Estate Planning for Women

Written by Nancy Sander 

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 decisions.” Techniques focus on the nuclear long-term marriage with children, but in reality that model is waning. Consequently, women are more likely to become key clients and require sensitivity to their situational needs.

Read more...
 
« StartPrev123NextEnd »

Page 3 of 3

Professor Beyer's Blog

  • Trustee removal and appointment of successor trustee
    After the trial court removed Trustee from office, Trustee asserted that an earlier settlement agreement addressing Trustee’s use of over $500,000 of trust funds for...
  • Trust Decanting
    William R. Culp, Jr. (attorney, Charlotte, NC) & Briani Bennett Mellen (attorney, Columbia, SC) recently published their article entitled Trust Decanting: An Overview and Introduction...
  • Texas court virtually abolishes revocation by physical act
    In In re Estate of Catlin, 311 S.W.3d 697 (Tex. App.—Amarillo 2010, pet. denied), the trial court admitted a lost will to probate under Prob....

Who's Online

We have 2 guests online
, Powered by Joomla! and designed by SiteGround web hosting

valid xhtml valid css