Trust Protector
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 MoreOld ILIT New Solutions
There are many ways to modify or update an irrevocable trust. Find out how.
Read MoreIrrevocable Family Fortress Dynasty Trust – Legal Services
Irrevocable Family Fortress Dynasty Trust Irrevocable Family Fortress Dynasty Trust – Legal Services include establishing an an Irrevocable Dynasty Trust outside of taxable estate with provisions for life insurance, multi-generation capital growth and preservation, gifting, and income provisions. Such a Trust becomes valuable and important in legal planning when 1) the estate is over the…
Read MoreDynasty Estate Planning vs. Estate Planning
Typical estate planning focuses on avoiding the problems that arise at the point of death. Dynasty Estate Planning focuses on avoiding the problems that arise next, after avoiding probate and estate taxes. There are seven hallmarks of a Dynasty Estate Plan.
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