Category archives: Trust Administration
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4 months ago
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We're proud to announce that Associate Attorney, Alison E. Hickman has achieved a Martindale-Hubbell AV Preeminent Peer Review Rating, awarded to only those lawyers with the highest ethical standards and professional ability.
According to Martindale-Hubbell:
"The Martindale-Hubbell Peer Revie... [read more]
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6 months ago
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The Trump administration is officially rolling back a ban on the use of arbitration agreements by nursing homes that was initiated under President Obama. The Centers for Medicare and Medicaid Services (CMS) issued a rule that once again allows nursing facilities to use arbitration to settle disputes... [read more]
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6 months ago
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The winners of our raffle from the Active After 50 Senior Expo are announced!
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10 months ago
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We're often asked by clients how complicated it is to administer a trust. Our answer is that administering a trust is a formal, fiduciary process that can be a difficult task for a Trustee, the person who manages the administration of a trust. There are numerous details to follow carefully and speci... [read more]
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10 months ago
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We're often asked what Estate Planning services we offer. Our answer is that, as Elder Law Attorneys, we take a holistic approach as we evaluate each client's unique situation to create comprehensive and customized Estate Plans for them. These Estate Plans include Lifetime Living Documents to protec... [read more]
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11 months ago
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We're often asked what it is that we actually do as Elder Law Attorneys. Our simple answer is that we help clients of all ages, including people with disabilities, be prepared to manage a health crisis or emergency, prepare for their (and their families' and loved ones) futures, and be ready to ... [read more]
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12 months ago
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We are often asked by clients how difficult it is to administer a Trust. Our answer is that Trust Administration is a formal fiduciary process that can be a complicated task for a Trustee (the person who manages the administration) to handle properly on their own. There are numerous sp... [read more]
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1 year ago
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As we enjoy Celebrating Christmas and the Holiday season this and next week, our attorneys are seeing a few clients by appointment, but our offices are closed to allow us to spend time with our families and loved ones. With the end of 2018 upon us, and a New Year approaching, we want to take a momen... [read more]
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2 years ago
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A question we're often asked by clients is if they need to use an Attorney for a Trust Administration. A Trust Administration is a formal process managed by the Trustee of the Trust. The Trustee has a fiduciary relationship with the beneficiaries of the Trust. It is essential that the terms of a tru... [read more]
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2 years ago
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One question we are asked frequently is what the benefits of a Trust are over just having a Will. Our answer is that there are several reasons why a Trust can be preferable to a Will. For example, a Trust does not typically have to go through any probate proceedings if funded properly, and the Trust... [read more]
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2 years ago
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Estate Planning is a process through which you plan for your lifetime care decisions, in the event that you become mentally or physically incapacitated; and planning for the transfer of your assets to beneficiaries in the event of your death, while minimizing tax burdens for your beneficiaries and p... [read more]
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2 years ago
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We're often asked what Estate Planning services we offer. Our answer is that we evaluate each client's unique situation to create comprehensive and customized Estate Plans that include Lifetime Living Documents to protect clients in the event of an emergency or crisis situation and Wills and Trusts ... [read more]
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