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  • Who We Are
    • Our Firm
    • Our People
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Administration
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
    • Free guides

Marry a Gentile at Your Own Risk

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...

The Olmstead “Patch” Works! Even Against Your Own Partner…

by Leslie Marenco | Aug 11, 2014 | Articles, Asset Protection, Business/ Corporate Law, Case Law

We attorneys LOVE LLCs and advised many of our clients to create LLCs to protect their assets inside the LLC from lawsuits by creditors against our clients individually. Prior to 2010 it was generally understood that if an LLC member was sued by an outside creditor...

DIY Estate Planning is a Terrible Idea…

by Leslie Marenco | Jul 31, 2014 | Articles, Case Law, Estate Planning, Wills

I have written before about the risks of do-it-yourself estate planning and explained how people who use these methods end up with a false sense of security. They create documents that they believe will address their needs but wind up being ineffective and much more...

Supreme Court Rules That Inherited IRAs Are Not Protected

by Leslie Marenco | Jul 30, 2014 | Articles, Case Law, Inheritance, IRAs / 401(k), Non-Probate Asset

It is not often that the Supreme Court provides a clear rule on any aspect of Estate or Financial planning (or even graces our niche with a passing reference), so these occasions call for special attention!!   On June 12, 2014, the Supreme Court’s unanimous decision...

The Cost of a Do-It-Yourself Will

by Leslie Marenco | May 3, 2014 | Articles, Case Law, Estate Planning

I have written before about the risks of do-it-yourself estate planning and explained how people who use these methods end up with a false sense of security. They create documents that they believe will address their needs but wind up being ineffective and much more...
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