We have expanded our options for remote consultations and virtual meetings.
Please contact our office to discuss what meeting option best fits your situation.
Virtual Appointments
Principled Advocacy For Families And Individuals With Disabilities And The Professionals Who Serve Them
There are three key issues to address when establishing a special needs trust. Choosing the right trustee or successor trustee is important. Ensuring there is adequate funding for the trust is also a top priority. Establishing a reasonable structure for the trust is...
The trustee who manages an irrevocable trust is typically a competent, ethical person chosen by a grantor. They may also be a professional fiduciary. In either scenario, the trustee has a fiduciary duty to act in the best interests of the beneficiaries of the trust....
Estate taxes can diminish what people inherit. When an estate is large enough to be subject to estate taxes, state and federal tax authorities can demand a portion of the total estate value before beneficiaries or heirs receive their inheritances. Estate taxes...
