Informal Posts for Everyone
See the excellent blog post by my partner, Juan C. Antunez, entitled "2014-15 Probate Court Filing Statistics," which supports the following thesis: Keeping estate settlements, whether a decedent's estate ("probate") or an incapacitated person's … [Continue reading]
The Revocable Trust is the centerpiece of the estate plans that my clients usually adopt. This kind of trust, which I will abbreviate "RevTrust," is not only a Last Will substitute, but it also can also address the contingency of the client's … [Continue reading]
How do you divide up the world? For me, it depends on the context. With respect to wealth in its various financial or economic forms, I, as a lawyer, divide the world initially into two kinds of assets: "real property" and "personal property." If … [Continue reading]
The client, a father whose wife had passed away the year before, leaving not only her husband but also two young children, came in for a revision of his estate plan. His late wife’s parents were well off and had already set up trusts for the … [Continue reading]