Considering the myriad types of trusts available, creating an estate plan that works for your individual circumstances can seem daunting. However, that’s what we, as estate planning attorneys, do every day. We know the applicable laws, we learn about your own...
Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That...
A couple of weeks ago, we talked about the landmark, unanimous 9-0 decision handed down on June 12, 2014, in which the United States Supreme Court held that inherited IRAs are not “retirement funds” within the meaning of federal bankruptcy law. This means they are...
In a unanimous opinion, the U.S. Supreme Court rules that funds held in an inherited individual retirement account (IRA) are not exempt from creditors in a bankruptcy proceeding because they are not retirement funds. Clark v. Rameker (U.S., No. 13-299, June 13, 2014)....
At The Coleman Law Firm, we take great pride in our service to clients with special needs family members. To deepen our knowledge and steep our expertise, I recently attended a Special Needs Planning Immersion Camp in Scottsdale, Arizona. Surrounded by dozens of the...
A couple of days ago I received an email from a realtor who I recently met who had a question about estate planning. Her question was: What level of assets do your clients need to own before your services benefit them? After I responded to her question, she told me...
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