Senior Man signing a Right of occupancy Trust in order to ensure property and rights of loved ones

RIGHT OF OCCUPANCY TRUST: PROTECT WHAT YOU LOVE

Gabriel Katzner - November 22, 2022 - Trust Administration

Michael has a problem. He is a 70-year-old widow, and his adult daughter, Marie, is disabled and unable to support herself. He has two other adult children. How can he ensure Marie is cared for while being fair to his other two children? Marie has lived with him and his late wife for her entire […]

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Parents sitting together covering their child with a wooden roof

ESTATE PLANNING TO PROTECT YOUR CHILD’S INHERITANCE

Gabriel Katzner - November 17, 2022 - Asset Protection

The divorce rate is declining in the United States but remains between 31% and 42%. Your children enter their marriages sure that their marriage is strong and would never be subject to divorce, but it happens. In addition to concerns about your child’s happiness and your grandchildren’s welfare, you also need to ensure that your […]

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Requesting a judge to summon the trustee to respond the beneficiary needs

YOUR TRUSTEE IS NOT RESPONDING: WHAT TO DO

Gabriel Katzner - November 9, 2022 - Trust Administration

What to do when the Trustee doesn’t Respond Marci is the beneficiary of her great-aunt Margaret’s trust. Margaret told Marci that the trust would pay for all her educational expenses, no matter which university or degree she sought. Marci has contacted the trustee, Tom, several times. She has sent copies of her enrollment information, tuition […]

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Man performing tax and estate calculations in order to determine the way he wants his trust made

WHAT’S SPECIAL ABOUT A NONGRANTOR TRUST?

Gabriel Katzner - November 1, 2022 - Income Tax Planning

A grantor or trustmaker is the person who funds a trust, so how can you have a trust without a grantor? It is confusing, but the terms grantor trust and nongrantor trust refer to the trust’s income tax, not the existence or lack thereof of a trustmaker. The Difference Between a Grantor Trust and a […]

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Estate Planning Attorney signing documents with family clients

QUESTIONS? YOUR ESTATE PLANNING ATTORNEY HAS ANSWERS

Gabriel Katzner - October 26, 2022 - Estate Planning

Questions to ask your Estate Planning Attorney Like visiting a surgeon, many people find estate planning stressful. If you need someone to perform a relatively complex surgery to treat your medical problem, you will do your due diligence. You may ask friends, family, or other healthcare providers for their recommendations, read reviews online, and even […]

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Mom, Dad and little daughter talking to a lawyer and signing estate planning documents

YOUR ESTATE PLAN MAY BE MISSING THESE KEY POINTS

Gabriel Katzner - October 18, 2022 - Estate Planning

Key Points in Estate Planning Only 33% of Americans have a will or living trust, according to Caring.com. Of these, one in three believe they don’t have enough assets to leave behind. Many people think their estate planning is a single event. Once they have prepared a will, living trust, or other end-of-life documents, they […]

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hand with pen signing a trust n will

WHAT ARE SILENT TRUSTS? COULD I BE THE BENEFICIARY OF ONE?

Gabriel Katzner - October 12, 2022 - Trust Administration

Some people, especially the very wealthy, are uncomfortable with the idea that their children know they are the beneficiary of a trust. Knowing that you will inherit a large sum of money can adversely affect how you plan and approach your life. We all hear stories of “trust fund babies” who wait for their trust […]

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Parents Home, 5 bedroom two floor, light blue paint house, with a couple of trees on the sides. its the parents home

CAN CHILD TAKE HOME WHILE I’M ALIVE IF PASSED IT IN MY WILL?

Gabriel Katzner - October 5, 2022 - Wills

No, your child cannot take your home from you. Naming someone as the recipient of your property, even your house, in your Last Will and Testament does not give them any right to that property while you are still living. The Person Who Has Title to The Home Has Control Over It If you have […]

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Granparents at the yard with gran daughter looking at a picture album during sun set

What is a Generation Skipping Transfer Tax?

Gabriel Katzner - September 28, 2022 - Income Tax Planning

Taxes are a fact of life, but some tax schemes are better known than others. For example, everyone who earns a paycheck knows about the federal income tax deductions from their pay each pay period. Lesser known taxes include capital gains, gift, and generation-skipping transfer taxes. The generation-skipping transfer tax (GST) is a federal tax […]

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Gentleman next to his wife on the couch is filling and signing a paper similar to his last will and testament

LEARN ABOUT THE HARMLESS ERROR STATUTE?

Gabriel Katzner - September 22, 2022 - Wills

The Harmless Error Statute Some states have adopted a harmless error statute that allows a document that does not meet the full legal requirements of a will to be considered valid and admitted to probate as long as you intended for it to be your will. Having a last will and testament is an estate […]

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