by Randy Coleman | Mar 25, 2016 | Charitable Lead Trusts, Charitable Remainder Trusts, Discretionary Trusts, Domestic Asset Protection Trusts, Estate Planning, Estate Taxes, Grantor Retained Annuity Trusts, Irrevocable Trusts, Life Insurance Protection, Revocable Living Trusts, Special Needs Trusts, Spendthrift Trusts, Trusts |
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...
by Randy Coleman | Mar 1, 2016 | Estate Planning, Executor, Irrevocable Trusts, Personal Representative, Probate, Probate Law, Revocable Living Trusts, Spendthrift Trusts, Titling of Assets, Trust Administration, Trustee, Will Contests, Wills & Trusts Law, Wills and Probate |
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...
by Randy Coleman | Jul 2, 2014 | Asset Protection, Beneficiary Designations, Estate Planning, Exemption Planning, Individual Retirement Accounts, IRAs, Irrevocable Trusts, Retirement Accounts, Retirement Planning, ROTH IRAs |
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...
by Randy Coleman | Jun 17, 2014 | Asset Protection, Beneficiary Designations, Discretionary Trusts, Income Taxes, Individual Retirement Accounts, IRAs, Irrevocable Trusts, Retirement Accounts, Stand Alone Retirement Account Trusts |
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)....
by Randy Coleman | Jan 7, 2014 | Disability Planning, Discretionary Trusts, Elder Care, Elder Law, Estate Planning, Guardianship, Irrevocable Trusts, Medicaid Planning, Medicare, Nursing Homes, Revocable Living Trusts, Social Security, Special Needs Trusts, Trust Administration, Trustee |
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...
by Randy Coleman | Dec 11, 2013 | Advance Directives in Florida, Beneficiary Designations, Charitable Planning, Designation of Health Care Surrogate, Disability Planning, Discretionary Trusts, Durable Power of Attorney, Elder Care, Elder Law, Estate Planning, Guardianship, Health Care Power of Attorney, Individual Retirement Accounts, IRAs, Irrevocable Trusts, Living Will, Long Term Care, Medicaid Planning, Nursing Homes, Probate, Retirement Accounts, Retirement Planning, Revocable Living Trusts, ROTH IRAs, Special Needs Trusts, Spendthrift Trusts, Trust Administration, Wills and Probate |
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...
