More on Special Needs Trusts

Posted on: October 9th, 2008
​I recently posted a link to an article on Special Needs Trusts – here’s another one from the Wall Street Journal, which quotes several well known lawyers, including Barry Nelson in Miami, who has a special needs child himself. ...

Avoid Probate of Equity Refunds from Continuing Care Communities

Posted on: December 16th, 2007
The Problem: Continuing care retirement communities have been growing in popularity with seniors for years....

Nevada Offers Estate Planning Advantages

Posted on: May 22nd, 2007
North Carolina is not known for its attractive estate planning and asset protection laws, but NC residents can avail themselves of certain out-of-state planning strategies that can provide significant estate tax savings and creditor protection....

Living Trusts Article in USA Today quotes NC Attorney General

Posted on: February 15th, 2007
The February 9, 2007 issue of USA Today contained an article on Living Trusts. I found the article to provide a good overview of living trusts and their advantages and disadvantages. However, a few things deserve comment:...

Living Trust Scammers Booted Out of NC

Posted on: October 13th, 2006
Good news in this recent article in the News and Observer: Andrea Weigl, Staff Writer : A Wake Superior Court judge has ordered two California companies to stop selling estate planning products to North Carolina consumers...
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