Posts by Rick Durfee
Probate For Personal Representative – Legal Services
Probate for Personal Representative. When we represent the Personal Representative in a Probate Matter, fees will be a combination of Fixed Fees and Hourly. The total legal fees for a probate can vary dramatically depending on many factors. The complexity and value of assets and family conflict are the biggest contributors to higher fees. To…
Read MoreLegal Architectural Diagram – Legal Services
In general, we prepare a detailed Legal Architectural Diagram for all or most of our clients. This diagram will show family members, entities, structures, ownership, assets, advisors, and related parties associated with planning. It will also generally detail specific objectives and concerns that drive the various planning options. The diagram may also show future entities…
Read MoreBFI Inner Circle
The Art of Dynasty Planning I join an elite team of highly sophisticated international planners in September 2019 to discuss Combining Onshore and Offshore Tools for a Truly Comprehensive Plan. Learn about Dynasty Trusts and Dynasty Estate Planning in the context of multi-national planning. This is a special invitation only event. Clients and friends may…
Read MoreRule Against Perpetuities
The Rule The Rule Against Perpetuities is an archaic rule adopted by the U.S. as part of the Common Law heritage from its colonial predecessors. In most applications, it limits the length of time in which a person may control property. The time limit is generally based on the lives of people living during the…
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