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 ...

Providing for the next generation is a key concern for many clients. Mark Gleeson takes a look at core testamentary trusts and child pensions. Estate planning is a critical part of holistic financial ...

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 ...

A certificate of trust verifies your trust for financial institutions without exposing private details. Many, or all, of the products featured on this page are from our advertising partners who ...

The type of testamentary trust commonly known as a “QTIP” trust is frequently used to protect children from being disinherited, or otherwise disadvantaged, by a surviving spouse beneficiary. Pursuant ...

Trust is essential to a functioning society. To get through life, we need to be able to basically trust people we love—our friends and family—as well as our neighbors, colleagues, and even people we ...