When planning your estate, you should understand different trust options available, such as testamentary trusts and living trusts. A testamentary trust is created through a will and only becomes ...

Encourage voluntary management. The beneficiary may agree to have funds invested and drawn down over time under a separate ...

One of the most talked about cases among panelists at the “Recent Developments-2005” session at this year's Heckerling Institute on Estate Planning, held Jan. 9 through 13 in Miami, was Rudkin — a ...