Monthly Archives: August 2011

Destroying Your QTIP Trust

John and Phyllis have children by prior marriages. Five years ago, they set up a trust that is revocable while both of them are living. When one of them dies, the first-to-die’s portion of the assets pass to an irrevocable … Continue reading

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The right to create a trust without a lawyer

Everyone has the right to create a trust without a lawyer. But would people call it a right to treat themselves for medical problems without a doctor, or to build the airplane that they intend to fly in when they … Continue reading

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When Your Client’s Phone Rings

Non-lawyers may be calling your clients to tell them that their trust has expired, that their trust needs to be updated or to make other similar statements that will incorrectly lead your clients to believe that the person is calling … Continue reading

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