Grantor-beneficiaries-letter-taxes-lawyer

BENEFITS OF INTENTIONALLY DEFECTIVE GRANTOR TRUSTS

Gabriel Katzner - February 16, 2023 - Trust Administration

Intentionally defective grantor trusts (IDGT) are designed to be tax-inefficient for the grantor but tax-efficient for the trust’s beneficiaries. They can be an excellent estate planning tool for minimizing estate taxes and maximizing accounts and property that is passed to your beneficiaries. The grantor of the trust, not the trust itself, retains certain powers over […]

Read More
Note book with words pros and cons written next to each other and a pen on the side

THE PROBATE SYSTEM: PROS AND CONS

Gabriel Katzner - February 7, 2023 - Probate

Often you hear the drawbacks of the probate system and how it should be avoided at all costs, but the probate system was established to protect the decedent’s accounts and property, and the financial security of the family, whenever possible. Probate is the legal process for dissolving an estate, whether the decedent has a last […]

Read More
Married couple consolidating their trust

CONSOLIDATING MARITAL TRUSTS INTO ONE

Gabriel Katzner - February 1, 2023 - Trust Administration

If a married couple has the same beneficiaries, i.e., their children, does this mean the children will always have multiple trusts to deal with? The couple may choose to have joint or individual trusts. Keeping track of the property and accounts owned and invested in each trust can be complicated, especially if the estate is […]

Read More
Woman appointed excecutor of a will sitting infront of her computer covering her face with her hands in an overwhelmed fashion

TIPS FOR OVERWHELMED EXECUTOR TO LIGHTEN THEIR LOAD

Gabriel Katzner - January 22, 2023 - Wills

Being the trusted executor of a friend’s or loved one’s Estate is quite an honor, and it may come with responsibilities that could feel daunting at times. Like all management roles, it takes organization, foresight, and attention to detail to be an effective executor.   Probate is a legal process where a special court oversees the […]

Read More
Men discussing his last will and testament with a woman

PROBATE DISASTERS: LESSONS FROM CELEBRITIES

Gabriel Katzner - January 16, 2023 - Probate

Some people think estate planning is only for the rich and famous. Some rich and famous forget to ensure they have a full and current estate plan. Both are mistakes and can cost your loved one’s time and money as your estate progresses through probate, and people have to guess your intentions. Prince, Whitney Houston, […]

Read More
Key with inscription reading inherited property on top of documents

SHOULD YOU ACCEPT YOUR INHERITANCE?

Gabriel Katzner - December 28, 2022 - Estate Planning

Inheriting money or property brings mixed emotions. You may be experiencing a significant loss, but you are also receiving a gift. The question is: is it a gift that you want? Your inheritance may provide new opportunities that lead to a better life, but it can also present unintended logistical or financial difficulties that you […]

Read More
Adult couple visiting an Assisted reproduction doctor

Estate Planning When Using Assisted Reproductive Technology

Gabriel Katzner - December 9, 2022 - Estate Planning

Assisted reproductive technology (ART) is any fertility treatment in which eggs or embryos are handled. ART procedures generally involve stimulating the ovaries to produce eggs and then surgically removing the eggs from a woman’s ovaries. The eggs are combined with the sperm in a laboratory setting, and then the eggs are implanted in the uterus. […]

Read More
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 - Estate Planning

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 […]

Read More
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 […]

Read More
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 […]

Read More

Online Appointment Request

Schedule Consultation  

or

Call Our Office

  (855) 528-9637