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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "third-party trust"
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 Can I Create a Third-Party Special Needs Trust for My Son If I’m His Guardian?
0
By Harry Margolis
In Guardianship and Conservatorship, Special Needs Planning
Posted January 13, 2023

Can I Create a Third-Party Special Needs Trust for My Son If I’m His Guardian?

Question: I would like to set up a Special Needs Trust for my 63-year-old son with autism. I have also been appointed as his guardian. Question 1: Does the guardianship interfere with the [...]

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 How Can Unmarried Couple Protect Financial Security of Surviving Partner?
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By Harry Margolis
In Asset Protection, Non-Traditional Families
Posted November 2, 2019

How Can Unmarried Couple Protect Financial Security of Surviving Partner?

Question: We are in a half-century long loving and trusting (but not legally joined) partnership and are finding our end of life planning especially challenging. We cannot marry because one of us [...]

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 Are Irrevocable Trust Funds Countable for Purposes of Medicaid Eligibility?
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By Harry Margolis
In Irrevocable Trusts, Long-Term Care Planning
Posted August 3, 2018

Are Irrevocable Trust Funds Countable for Purposes of Medicaid Eligibility?

Question: Are irrevocable trusts considered countable assets when seniors are applying for community Medicaid? Response: It depends on the trust. In evaluating a trust, the first question is who [...]

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 Using Third-Party Trusts for Asset Protection
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By Harry Margolis
In Asset Protection
Posted May 19, 2017

Using Third-Party Trusts for Asset Protection

A prospective client called to ask whether his son who is engaged to be married could protect his assets in the event of divorce. Apparently, a prenuptial agreement is out of the question. I [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (43)
  • Estate and Gift Taxes (55)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (49)
  • Long-Term Care Planning (170)
  • Non-Traditional Families (16)
  • Non-US Citizens (23)
  • Pets (3)
  • Practical Matters (15)
  • Probate (37)
  • Property in Other Countries (4)
  • Real Estate (66)
  • Retirement Plans (19)
  • Revocable Trusts (98)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (69)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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