Minor’s Trust
A minor’s trust is often called an educational trust because that typically is its primary role and as such it competes with 529 plans. It
Klaus Gottlieb
June 17, 2022
What is a marital disclaimer trust?
The marital disclaimer trust resembles a credit shelter trust (aka AB-Trust): Assets placed into the trust are generally not counted towards the estate of the
Klaus Gottlieb
June 17, 2022
Special Needs Trust
The purpose of a special needs trusts is to provide a disabled person with income in addition to government assistance, such as Supplemental Security Income
Klaus Gottlieb
June 15, 2022
Living Trust: Grantor, Settlor, Trustor – what’s the difference?
A living trust, also known as an inter-vivos trust (Latin for “amongst the living”), is a trust set up by the grantor during their lifetime.
Klaus Gottlieb
June 14, 2022
How is a premarital trust different from a prenuptial agreement?
When would I need a Premarital Trust? If you are older, perhaps a widow or widower with children, and contemplate to remarry, you may worry:
Klaus Gottlieb
June 12, 2022
What is an Income Only Trust?
Before we start Why do I need to know about the Medi-Cal 30-month lookback period? Because Income Only trusts are often used for Medicaid (in
Klaus Gottlieb
June 12, 2022
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