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- General
- Gift Tax
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Trusts
3 Things to Consider When Creating a Pet Trust in North Carolina
Posted on: July 31st, 2015
Americans love their pets and often feel connected to their animals as part of a family unit. How can the well-being of a pet be ensured if a pet owner dies?...
3 Reasons to Choose a Non-Family Trustee
Posted on: May 25th, 2015
Creating a trust generally involves the intention of preserving assets for loved ones. Benefiting from a trust’s preservation might not be possible if the trust is not maintained properly. ...
Increasing Trust Income Distributions
Posted on: August 19th, 2014
Many trusts provide for lifetime income, but no principal, to the first generation of beneficiaries. In these days of low interest rates, income payments have suffered. However, income distributions from trusts do not have to be permanently affected by low interest rates. ...
When Beneficiary Designations are Void
Posted on: July 23rd, 2014
As a general rule, beneficiary designations supersede instructions for transferring assets that may appear in a Will. This is one of the reasons why regular reviews of one’s estate plan are critical. ...
Supplemental Needs Trusts: Critical Trustee Duty
Posted on: July 1st, 2014
A supplemental needs trust is funded with third party assets for the benefit of a disabled individual. (Special needs trusts are funded with the disabled person’s assets.) Both of these trusts help preserve a disabled person’s assets and their eligibility for certain public benefits programs. ...
How to Change an Irrevocable Trust
Posted on: April 30th, 2014
Irrevocable trusts have historically been viewed as just that: Irrevocable. However, with advances in state law and drafting techniques, there are now a few ways to amend the terms of an irrevocable trust....
