USD Paralegal Program Estate Planning CLE 2011 I will be discussing key aspects of the 2010 Tax Relief Act, including exemption portability, the 2011 “gifting bubble”, modifications of the AB trust, and vital safeguards.… Read More
Can we change our revocable trust without an attorney? Here is a question posed recently on avvo.com. My answer was chosen as “Best Answer” by the questioner. Question: How can my parents change their revocable trust without an attorney? My parents reside in Wisconsin and have a revocable trust with 3 of 8 children designated to administer the trust. If they wish to delete… Read More
