Trusts are great tools for you to pass assets to your heirs, whether that be to children, other family members, or charities. However, not all trusts are created equally. Sometimes, we use revocable trusts for one client, while another client established an irrevocable trust. When does it make sense to use a revocable trust compared to an irrevocable trust? A…
We meet the lifetime legal needs of children and adults with disabilities, the elderly, and their families.
Trusts
It’s About You – Special Needs Trusts
Attorney Ethan Welch spoke with Channel 3’s Joe Cronauer about special needs trusts and how you can use the funds from those trusts.
Another State Taxing a Trust
When it comes to the everyday life of an individual who has a developmental disability, life can present unexpected obstacles not only for the individual, but for family and friends, as well. The challenges are made easier through well-planned trusts which protect important government benefits, such as Medicaid and Supplemental Security Income (SSI), and ensure that when the parent passes…