Question: Hi. Settlor’s (mother) assets were funded into into family trust. Her annuity was the only asset NOT funded into the trust. In 2014, a Certification of Trust was implemented for bank account, CDs, stocks. Question: the verbiage in certification of trust states that settlor gives, grants, conveys, transfer, assigns and sets over [...]
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Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987. Since then, he and his firm as a whole have helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren.