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Probate Attorney
11revocable trust for real estate
15
Dec

Case Study: A Revocable Living Trust for Anonymity & Asset Protection

We recently had the opportunity to assist James, a local celebrity of sorts and a real estate investor, with his estate planning needs. James contacted us seeking guidance on setting up a revocable living trust and transferring his LLCs into the trust for enhanced anonymity and asset protection. In this case study, we outline the...
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11
19
Aug

Estate Planning for Blended Families & Minor Children

One of the most challenging fact patterns when it comes to estate planning is the blended family, such as a couple who get divorced and there are children from later marriages. This gets particularly difficult to plan for when minor children are involved. The combination of step-children and minor children can result in some odd...
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