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Trust Law Partners
Families. You have to love them. Or not. From a purely legal perspective, when it comes to trusts they’re complicated at best and utterly dysfunctional at worst. Here at Trust Law Partners, experience has taught that estate litigation mostly involves money and family dynamics expressed in a perceived unequal distribution of inheritance. Multiple marriages. Kids...
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We all get a lot of seemingly irrelevant, trash-worthy mail. But there’s one piece of mail you should never ignore: an official trustee notification. It’s for this reason that we ask potential clients right up front, “Did you receive a letter called a trustee notification?” followed closely by, “Did it have a bold paragraph saying...
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As the name implies, a trustee is a person “entrusted” to work in the best interests of the trust and its beneficiaries, as well as the person who created the trust, if they are still alive.  They are also considered fiduciaries. Essentially, this means they must always act in a way that shuns any self-dealing,...
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Here’s a sobering fact for those expecting a big payday from a trust or will: Just because you’re named as a beneficiary doesn’t guarantee you’ll get your money after Dad passes. At least not right away. Or at least not without some legal wrangling to compel distribution, as the term is known. While it would...
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The term might not be familiar to everyone. But it’s impact surely is to anyone who has suffered because of it. We’re talking about undue influence, a situation when one person’s free will is overpowered and/or shaped by another to make a changes to an estate plan which greatly benefit the influencer. Typically, this results...
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Many things improve with the passage of time. Wine. Classic cars. Perhaps your favorite easy chair. But, under most circumstances, the same cannot be said for estate planning. The reasons? People tend to become feebler and less capable of handling their legal affairs as they grow older. What’s more, as the estate plan itself ages,...
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Not to be flip, but people are often befuddled about the mental capacity needed to prepare a valid estate plan. Let me tell you, the bar is pretty low.  Essentially, if you’re clear-minded and have a basic understanding of your possessions at the time you make an estate plan, the plan is considered good. Shocking but true:...
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“How do you get paid?” You may (or may not) be surprised to learn that this is one of the first questions we get asked at Trust Law Partners. And you can understand why. Clients experiencing the huge emotional and financial impact of being cut out of a will or trust see themselves rolling a...
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Power of attorney issues occasionally crop up when it comes to trusts and wills. Most center around a basic lack of knowledge about what a power of attorney is, and what it does or does not allow an estate beneficiary to do. Unfortunately, all too often we at Trust Law Partners witness a lot of...
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In a perfect world, people wishing to distribute assets—houses, property, bank account balances and other gifts—to family members and others upon their death would find a respected estate planning attorney and neatly list these assets in a trust or will. In the end, all the beneficiaries would gather round and harmoniously accept their rightful share...
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