The Associated Press recently ran an article by Rodrique Ngowi about a charitable trust fight in Massachusetts. It seems that a gentleman in the 17th Century donated his property for the benefit of local schoolchildren. Homes were built on the property and the rents, generally, went to local schools. This appears to have worked well for 351… Read More


According to Consumer Reports, as many as 56% of Americans don’t have a will. Among the notables who died either without a valid will or no will at all are Ross Alexander, Fatty Arbuckle, Anura Bandaranaike, Madhav Prasad Birla, Sonny Bono, George Brent, Lenny Bruce, Jacob A. Cantor, Kurt Cobain, Russ Columbo, Sam Cooke, James… Read More


Kudos to the late Amy Winehouse, who made a new will after her divorce, thus preventing her jailed ex-husband (who reportedly was the one who introduced her to hard drugs) from inheriting her $30M estate. Her parents and brother will apparently inherit under the most recent will. Amy’s music was beautiful, and with this money… Read More


Often, young people and couples are turning to parents for assistance in making that home purchase. From an estate planning perspective, the devil is in the details; the success of the transaction will lie in making the proper choices given the facts.… Read More


Your father, as a settlor and trustee, has a right to a copy of the trust that he and your mother hired the attorney to draft, assuming the attorney still retains a copy in the file. The request does not have to be notarized; in fact, he should simply be able to pick up the phone and call.… Read More


Daniel K. Printz, Esq., an estate planning attorney and adjunct faculty member at the University of San Diego, and Kristin Barron, a financial planner, will discuss how to avoid probate, how to be prepared to cover the issues of incapacity, how to secure your financial future as well as your child’s college education.… Read More


Typically, a trust won’t specify how much a trustee should be paid for their effort. And yet, unless wavied by settlor, or specifically established by settlor, successor trustee’s have a right to ‘reasonable compensation’. What is reasonable?… Read More


There are two main purposes of an international trust for U.S. citizens. The first is to combine domestic and offshore assets into a unified estate plan with a common trustee and set of instructions. The second use of interantional trusts is for asset protection.… Read More