The Value of a Trust Director for Special Needs Trusts

When you have a loved one with a disability or other special needs, establishing a Special Needs Trust is an essential component of your estate plan. Simply understood, a Special Needs Trust is a trust that is purely discretionary, wherein the person or entity you appoint as trustee makes distributions for the benefit of your

Six Expert Tips for Parents on Choosing Your Child’s Guardian

When you’ve practiced estate planning for a number of years, some general trends among your clients become apparent. In my experience Millenials and even so-called “Zoomers” are more proactive in creating their estate plans than their parents and grandparents. I have some vague theories to explain this tendency, but it seems to be a fairly