Estate and Trusts
The Weekly Scenario from Steve Shane – 8.19.13
Question: I have been reading a lot about James Gandolfini’s Will and that certain mistakes were made. What could have…
Read MoreThe Weekly Scenario from Steve Shane – 8.12.13
Question: Now that the Supreme Court has struck down the section of the Defense of Marriage Act (DOMA), what implications…
Read MoreWhat is a Dynasty Trust?
When it comes to estate planning, most people get overwhelmed trying to decipher the differences between each type of trust…
Read MoreThe Weekly Scenario from Steve Shane – 8.5.13
Question: What is a donor advised fund and can a donor advised fund help me to receive a year-end tax…
Read MoreEstate Planning, Asset Protection, and Spendthrift Trusts
Following a divorce, things can get ugly. In certain situations, a divorcing spouse will attempt to pierce a third party…
Read MoreThe Weekly Scenario from Steve Shane – 7.29.13
Question: Can a “no-contest” or “in terrorem” clause in a Will or Trust be enforced? Under what conditions, if any,…
Read MoreA Power of Attorney: The Most Important Document in Your Estate Plan
What is the Most Important Document in Your Estate Plan? Your last will and testament. Your trust. Which is the…
Read MoreThe Weekly Scenario from Steve Shane – 7.22.13
Question: I have a family business. Certain children of mine are involved with the business and others are not. How…
Read MoreCan an unsigned copy of the Will be accepted into probate?
It is already devastating enough when a beloved family member passes away. It is even more devastating when no one…
Read MoreThe Weekly Scenario from Steve Shane – 7.15.13
Question: What is a “Dynasty” Trust and what is it generally used for? Answer: A Dynasty Trust is a trust…
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