Request a Case Review Today Call us at 888-318-4430Charitable Remainder Trust 10 Percent Rule Each contribution...
Topics on Trust and Estate Planning and Probate and Trust Litigation
Spousal Lifetime Access Trust (SLAT) What to Consider
Request a Case Review Today Call us at 888-318-4430Estate Planning Spousal Lifetime Access Trust Pros and Cons...
How a Bypass Trust Works | Taxation and Planning
Request a Case Review Today Call us at 888-318-4430Estate Planning Bypass Trust California Attorneys Bypass...
CRUT. What is it? Differences between CRUT and CRAT
Request a Case Review Today Call us at 888-318-4430What is CRUTs vs CRaTS CRATs (Charitable Remainder Annuity Trusts) offer fixed annual annuity payments and prohibit additional contributions after establishment. Conversely, CRUTs (Charitable Remainder...
Gift Plus Insurance : Bequeath Your Life Insurance to a Trust
Request a Case Review Today Call us at 888-318-4430What is Gift plus Insurance During these trying times, we know it is vitally important for you to save time and money. Is peace of mind important to you? Rest assured that our highly qualified attorneys will...
Guide to Crummey Trust and How to Select
Request a Case Review Today Call us at 888-318-4430Estate Planning Crummey Trust How to Use It! Crummey trusts allow beneficiaries of a gift to withdraw the money within 30 to 60 days of its deposit in the trust. The beneficiary can withdraw the gift without...
Revocable vs Irrevocable Trust – The Main Differences
The Difference between Irrevocable and Revocable Trust Call us at 888-318-4430California Irrevocable Trusts Revocable vs an Irrevocable Trust A trust is an estate planning tool created to protect a person's assets and ensure a smooth distribution of those...
Ultimate Guide: Special Needs Trust and Rules – Guidelines
Hess-Verdon & Associates is your leading SNT Attorneys Call us at 888-318-4430 Special Needs Trust A special needs trust maximizes the resources available to a person with a disability to improve the quality of their life. Medicaid and Supplemental Security...
Charitable Lead Annuity Trust – What is a CLAT
Request a Case Review Today Call us at 888-318-4430What is a Charitable Lead Annuity Trust During these trying times, we understand the importance of saving time and money. Is peace of mind important to you? Rest assured that our highly qualified attorneys will...