Special Needs Trust

Special Needs Trust

Special Needs Trust Definition Many times, there are certain people who should NOT receive outright distributions from a Trust.  Some of these times include: When the individual is not able to handle or manage their own affairs, When it would cause the individual to lose other non-Trust benefits, When the individual is vulnerable to exploitation…

Read More

Revocable Trust Comparison: Simple vs. Dynasty

Trust Comparison The Estate Planning Group of Durfee Law Group offers two levels of Revocable Living Trusts:  Simple and Dynasty.  This Chart provides a way to make a meaningful Trust Comparison between Simple vs. Dynasty. The Simple Revocable Trust is a smaller lower cost alternative that may be appropriate for very simple and small estates. …

Read More

Resolving Disputes in Estates with ADR

Father of Resolving Disputes in Estates with ADR

Staying Out of the Courtroom Preventing and resolving disputes concerning your estate may be one of the most important functions of your estate plan.  The reason is simple.  Disputes are perhaps the greatest risk to both your financial wealth, and your family.  Families are naturally resilient, and can recover from most any trouble.  But when…

Read More