hair restoration atlanta

Trusts

Using a Testamentary Letter to Explain Your Estate Plan

by Robert Lynn January 20, 2016 Beneficiary

Your estate plan likely includes formal documents (a will, perhaps one or more trusts) that direct transfers of your property when you die. But those documents won’t identify each and every item to be transferred. […]

Read the full article →

The Missing Will

by Manish Bhatia January 11, 2016 Beneficiary

The Missing Will Do you know where your original Will is located? You should, and so should your executor. The dilemma of a missing original Will has come up in the death of Melissa Mathison, […]

Read the full article →

The Right Way to Inherit

by Manish Bhatia December 20, 2015 Estate Planning 101

While an inheritance is often considered a gift by the recipient, from a tax perspective, there optimal ways to inherit a retirement account. From the language used to designate the beneficiaries to important IRS-imposed deadlines, […]

Read the full article →

What You Need To Know About The MN Trust Code For Drafters Part III: Limitation on Action Contesting Validity of Revocable Trust

by Jennifer Santini December 8, 2015 Estate Planning 101

Often when people set up their estate plan they will ask the attorney “Can someone challenge this?” Truthfully, anyone can try to challenge a person’s estate plan – the bigger question is whether that person […]

Read the full article →

Year-End Estate Planning To-Do List

by Manish Bhatia December 5, 2015 Charity/Giving

The end of the year is an ideal time to review your current estate plan and confirm that you are taking advantage of all planning opportunities available to you. This includes not only tax planning, […]

Read the full article →

What You Need To Know About The MN Trust Code For Drafters Part II: Default & Mandatory Rules

by Jennifer Santini December 1, 2015 Trusts

A trust instrument, under the new Minnesota Trust Code (“MN Trust Code”) in Minn. Chapter 501C, can be drafted* in a multitude of manners to convey the settlor’s intentions. The terms of the trust instrument […]

Read the full article →

What You Need To Know About The MN Trust Code For Drafters Part I: The Basics

by Jennifer Santini November 24, 2015 Trusts

It has been mentioned here on Epilawg a few times already that Minnesota adopted a new trust statute. The specifics of the Minnesota Trust Code can be found in Minn. Ch. 501C (“MN Trust Code”) […]

Read the full article →

Lamar, Khloe & the Urgency of Estate Planning

by Manish Bhatia November 14, 2015 Estate Planning 101

Former NBA and reality TV star, Lamar Odom, was found unconscious on October 13, 2015, and remains hospitalized in Los Angeles. Odom and his wife, Khloe Kardashian, had been separated for years and were in […]

Read the full article →

Nuts and Bolts of Real Estate Filings in Minnesota for Estates and Trusts Professionals

by Jeff Miller October 14, 2015 Probate

As a freelance probate and estate planning legal assistant/paralegal (call me what you like) I work with a lot of real estate documents.  Most commonly I’m involved in preparing and recording… Quit Claim Deeds transferring […]

Read the full article →

An Introduction to Trusteed IRAs

by Maggie Green June 8, 2015 Estate Planning 101

An individual retirement account (IRA) is typically established in one of two ways. As a custodial account, where the bank or financial institution is simply acting as a fiduciary and must follow the directions of […]

Read the full article →

What You Need to Know about Minnesota’s UTC Part III: The Trustee’s Duty to Inform and Silent Trusts

by Julian Zebot May 11, 2015 Guest Articles

This is the third post in a series discussing different aspects on Minnesota’s new statute, the Uniform Trust Code (UTC), which becomes effective January 1, 2016. While this series will be useful information for all […]

Read the full article →