Choice of Entity
Charitable Remainder Trust
A Charitable Remainder Trust is a way to give something to Charity in the future, while retaining the income during one’s lifetime. There are different types. The Numbers let you know if it will work for you. Timing is everything. The charity can be your own Family Foundation
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 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…
Read MoreOld ILIT New Solutions
There are many ways to modify or update an irrevocable trust. Find out how.
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