Fiduciary Selection

Trustees and personal representatives can be appointed in a number of ways, and each drafting attorney likely has their preferred method.  The InterActive Legal drafting systems attempt to provide as many options as possible for identifying…

Spousal Lifetime Access Trusts (“SLATs”) are ubiquitous in estate planning. As clients plan to use the exemption before it is reduced by half in 2026, the issue of access to SLAT assets is key. Those with sufficient wealth may avoid any…

Who should you name as a trustee of your trusts and why is this so important to the tax and legal results of your trust and overall estate plan? When should you use an institutional trustee, family trustee, or independent trustee, and what…

Trustees and Personal Representatives can be appointed in a number of ways, and each drafting attorney likely has their preferred method. The InterActive Legal drafting systems attempt to provide as many options as possible for identifying…

The appointment of fiduciaries under a Will may be one of the most important decisions the client may make with respect to the document. This summary provides a guide to the drafter as to how the questions relating to appointment of…

The appointment of Trustees of a trust probably is one of the most important decisions the client may make with respect to the document. This summary provides a guide as to how the questions relating to appointment of Trustees will appear,…

HIPAA (the Health Insurance Portability and Accountability Act of 1996) did much to simplify the lives of those who were in fear of losing health insurance coverage when changing jobs.