by Leslie Marenco | Sep 5, 2014 | Articles, Trusts, Uncategorized
You bring your children into the world with love. You raise them with love. If you’re going all the way as a parent, you also create an estate plan to safely pass on your legacy of love as well as your assets. But does your plan simply leave your assets outright, so...
by Leslie Marenco | Sep 4, 2014 | Articles, Celebrity Estates, Estate Planning
After nearly 20 years of litigation and fighting in the press, the conflict between the estates of Anna Nicole Smith and her billionaire husband J. Howard Marshall has been “resolved.” MAYBE. POSSIBLY. PROBABLY NOT. It’s like a bad soap opera that refuses to end. An...
by Leslie Marenco | Sep 3, 2014 | Articles, Case Law, Estate Planning
I, like most estate-planning attorneys come across clients who want to attach all sorts of conditions on gifts they make to descendants and other beneficiaries. And most estate-planning lawyers know that conditions creating restraints against marriage, religion and...
by Leslie Marenco | Sep 3, 2014 | Articles, Asset Protection, Estate Planning, Inheritance, Special Needs Planning, Trusts
When families come in to do planning with me, we discuss at length how they want their children (or other beneficiaries) to inherit their wealth. In fact, whether they want their wealth inherited 1) outright, or in 2) Lifetime Asset Protection Trusts, is one of the...
by Leslie Marenco | Sep 2, 2014 | Articles, Asset Protection, Estate Tax, Income Tax
This is a Forbes article by William Baldwin which I found to be extremely helpful and easy to follow. I also agree with his advice…. Some assets are terrific holdings in estates. Go to your grave clutching them. Some are bad for heirs. Play hot potato with them...
