Blog

Many wealthy clients who have an estate plan have not adequately protected their assets from the claims of potential creditors.… Read More

On the surface the administration of an Irrevocable Life Insurance Trust (ILIT) looks rather simple, however, life insurance is a… Read More

Clients with a net worth high enough to be subject to the estate tax will often have substantial illiquid assets… Read More

What are a Special Needs Trust (SNT)? A Special Needs Trust (SNT) is an irrevocable trust created to ensure that… Read More

What is a Dynasty Trust? A dynasty trust is an irrevocable trust that contains “dynasty” provisions that instruct the trustee… Read More

Collect and Review All Documents As a trustee, we will collect and review all documents including the trust document, asset… Read More

“If I am from a state other than Nevada, why should I have my trust administered in Nevada?” Typically, if… Read More

The complexity of some trusts has fostered many myths, most arising from misinformed media portrayal and a general misunderstanding of… Read More

A trust is a legal contract that involves three main parties: a grantor, a trustee, and a beneficiary. Grantor The… Read More

When clients formulate their estate plan or update an existing plan, one of the most important decisions they must make… Read More