Trusts
NFA (Gun) Trusts Provide Many Advantages
This posting is courtesy of my colleague David Goldman in Jacksonville, Florida, who has created a special trust for owning weapons regulated by the…
Put Your Parents in Your Will?
This article discusses when it might be appropriate to include your parents or grandparents in your will or living trust – generally…
Judicial Creation of Special Needs Trusts Clarified
Governor Bev Perdue recently signed into law Session Law 2009-267, which: modifies North Carolina General Statutes Section 36C-2-203(a)(9) to state the proceedings may…
Is your IRA heir-tight? Probably not…
The recent Kiplinger.com article How to leave an IRA that’s heir-tight contains lots of good information and advice about IRA distribution planning, but there’s…
ILIT Trustees – Examine Your Policies
Life insurance trusts (ILITs) are a popular estate planning technique used to shelter life insurance proceeds from estate taxes, creditors and mismanagement…
More on Special Needs Trusts
I recently posted a link to an article on Special Needs Trusts – here’s another one from the Wall Street Journal, which quotes several…
Avoid Probate of Equity Refunds from Continuing Care Communities
The Problem: Continuing care retirement communities have been growing in popularity with seniors for years. Such communities usually require a “buy-in” upon admittance…
Nevada Offers Estate Planning Advantages
North Carolina is not known for its attractive estate planning and asset protection laws, but NC residents can avail themselves of certain…
Living Trusts Article in USA Today quotes NC Attorney General
The February 9, 2007 issue of USA Today contained an article on Living Trusts. I found the article to provide a good…
Living Trust Scammers Booted Out of NC
Good news in this recent article in the News and Observer: Andrea Weigl, Staff Writer : A Wake Superior Court judge has ordered two…
