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Home / Archives for trust

The Questions of Estate Planning, Part 4: Where

December 27, 2019 by Michael J. O’Brien, Estate Planning Attorney

People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 4: Where … [Read more...] about The Questions of Estate Planning, Part 4: Where

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, trust, will, estate planning attorney, move, where

The Questions of Estate Planning, Part 3: When

December 20, 2019 by Michael J. O’Brien, Estate Planning Attorney

People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 3: When … [Read more...] about The Questions of Estate Planning, Part 3: When

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, trust, incapacity, will

The Questions of Estate Planning, Part 2

December 13, 2019 by Michael J. O’Brien, Estate Planning Attorney

People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to learn more. The Questions of Estate Planning, Part 2 … [Read more...] about The Questions of Estate Planning, Part 2

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, trust, will, questions

The Questions of Estate Planning, Part I: Who

December 6, 2019 by Michael J. O’Brien, Estate Planning Attorney

People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part I: Who … [Read more...] about The Questions of Estate Planning, Part I: Who

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, trust, will, questions

Make Your Own Plan

October 25, 2019 by Michael J. O’Brien, Estate Planning Attorney

Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go exactly to whom you want and in a manner that can benefit them the most. Make Your Own Plan … [Read more...] about Make Your Own Plan

Filed Under: Estate Planning, Legal Education Tagged With: Intestacy, trust, will, heirs

Planning for Step-Children

September 25, 2019 by Michael O'Brien

If your spouse has biological children, you may consider them your own. But, if you haven’t adopted them, they have no inheritance rights. This article looks at how to plan for step-children. Planning for Step-Children … [Read more...] about Planning for Step-Children

Filed Under: Estate Planning, Legal Education Tagged With: planning, trust, intestate, step-children

Clarity is Key to Planning

July 19, 2019 by Michael O'Brien

Clarity is essential in an estate plan. This article examines the case of Tom Petty, what he did right and what he did wrong. It shows that clarity can avoid problems later. Clarity is Key to Planning … [Read more...] about Clarity is Key to Planning

Filed Under: Estate Planning, Legal Education Tagged With: trust, Clarity, Tom Petty

What is a GST Trust?

June 14, 2019 by Michael O'Brien

A Generation-Skipping or “GST” trust can be a good way to keep assets out of the taxable estate of a beneficiary and yet still allow them to be used for the beneficiary’s benefit during life. Read on to learn more about this type of trust and whether it might make sense for you. What is a GST Trust? … [Read more...] about What is a GST Trust?

Filed Under: Estate Planning, Legal Education Tagged With: GST, trust, state estate tax, generation-skipping

State Income Taxation

March 29, 2019 by Michael J. O’Brien, Estate Planning Attorney

States are all over the board in their taxation of income. Some tax at a low rate, some tax at a high rate, and some don’t tax at all. Read on to learn more about state income taxation and how you could avoid it. State Income Taxation … [Read more...] about State Income Taxation

Filed Under: Estate Planning, Legal Education Tagged With: trust, income taxation, state

State Income Taxation of Nongrantor Trusts

March 22, 2019 by Michael J. O’Brien, Estate Planning Attorney

States are all over the board in their taxation of income. This is doubly true when it comes to the taxation of nongrantor trusts. By using nongrantor trusts, you could avoid the state income taxation of property in that trust. Read on to learn more. State Income Taxation of Nongrantor Trusts … [Read more...] about State Income Taxation of Nongrantor Trusts

Filed Under: Estate Planning, Legal Education Tagged With: trust, nongrantor trust, income taxation, Kaestner, state taxation

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