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Posts in Trust

  • Sep 18 How to Undo a UTMA - Part II

    The last article discussed some common reasons people have for wanting to dissolve a Uniform Transfers to Minors Act (UTMA) ...

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  • Aug 07 Beneficiaries, Bank Accounts & Wills: Making Sense of the Details

    Question : My father died many years ago. My mom died last month and my sister says that my mom’s bank account goes to her because ...

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  • Jul 31 "5 Ways to Get in Trouble as a Successor Trustee"

    I recently published an article on Avvo titled "5 Ways to Get in Trouble as a Successor Trustee." The full article can be viewed ...

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  • Jul 31 Why You Probably Don't Need an A/B Trust Anymore

    Under recent laws passed by Congress – effective 2011 and made permanent in 2013 – spouses now have “portability” of their federal ...

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  • Jul 27 Choosing the Best Special Needs Trust for Your Circumstances

    A special needs trust is an excellent way for parents or caregivers to make sure that a loved one with disabilities will be well ...

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  • May 30 Providing for Children in Estate Planning (Part 3 of 3)

    Part 3: Trusts and Property Guardianships As mentioned in the previous post, there are three main ways that property is managed ...

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Randick O'Dea Tooliatos Vermont and Sargent Randick O'Dea Tooliatos Vermont and Sargent
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