"You may be pleasantly surprised to learn that Trusts and Estates is not about dead people. Rather, it is the study of ways to help living people solve real family problems. If your clients have aging parents, if they have just lost a spouse, if they...

Creating a grantor trust for clients is the cornerstone of an estate planning practice. A grantor trust is a trust over which the grantor retains either direct or indirect control to such an extent that he or she is treated as the owner of the trust for income...

INTRODUCTION   Estate planning is more than just the preparation of a Will. A comprehensive estate plan is an essential component of a client’s overall financial plan. The objective of an estate plan is to develop a framework for the...

The Fundamentals   Estate planning is the process by which a person arranges for the transfer of assets in anticipation of death or incapacity. Typical planning includes drafting a will or a trust, as well as advising a client about how to...