Tag Archives: trusts

How To Use Trusts to Avoid Estate Taxes

By | August 8, 2011

In modern parlance, a “trust” has the connotation of extreme wealth, of an upper-crust legal refinement that most people in the middle-class wouldn’t be able to enjoy. But in reality, a legal trust is a powerful tool available to any one of us that truly wants to set one up. The only question remaining is: why set up… Read More »

How to Set Up a Special Needs Trust

By | September 14, 2010

Any trust, in effect, is a written agreement between the grantor and the trustee on how the trustee will manage funds contributed by the grantor on behalf of the beneficiary. A special needs trust adds complications to this arrangement because the beneficiary often cannot guide the trustee on her needs and the trustee may have to be careful… Read More »