A testamentary trust helps with overall wealth management by protecting the testator’s assets after their death. This type of trust can be used to name minors as beneficiaries of the testator’s estate ...
At the intersection of incorporation-by-reference doctrine in the testamentary context and trust jurisprudence are several traps for unwary estate planners and trial lawyers. The doctrine sets forth ...
Avoiding probate and retaining control over the distribution of your assets are two key benefits of using a living trust as part of your estate plan. With so many misconceptions around trusts, it's ...
The session “It’s 10 PM, Do You Know Where Your Trust Is Sited?” at the 2026 Heckerling Institute on Estate Planning detailed ...
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