Case Study: Creating a Trust When Death Is Imminent

Case Study: Creating a Trust When Death Is Imminent

The decedent in this case was the mother of three adult daughters and a force to be reckoned with. She had been suffering with an aggressive and painful form of cancer for... Read more »
Case Study: Spouse’s Misappropriation of Trust Funds Doesn’t End Well

Case Study: Spouse’s Misappropriation of Trust Funds Doesn’t End Well

Did the Letter of Intent and Declaration of Gift Constitute a Valid Transmutation Agreement? The Letter of Intent our client’s mother and stepfather signed when executing their joint trust constituted a valid... Read more »