Serving North Carolina
Florida, New York and Tennessee
(800) 201-0413

Check out our blog for regular postings about our practice areas and other topics of interest.


Trust Protectors Making Headlines

Posted on: September 28th, 2017
Including trust protector provisions under one’s trust document grants wide flexibility over trust administration; understanding contemporary issues concerning estate planning highlights the benefit that trust protectors may provide and guide planning efforts. Read more. ...

Florida Electronic Wills Act Removes Benefit-of-the-Beneficiary Rule

Posted on: June 7th, 2017
The Florida Electronic Wills Act takes effect July 1, 2017 and it will make Florida the second jurisdiction in the nation to legalize use of electronic wills. While this has been the focus of the Act, the Florida Trust Code will also be revised due to the legislation....

Trustee Authority to Decant

Posted on: May 19th, 2017
In some circumstances, a trustee's fiduciary duty might oblige them to decant the trust; if the trust document does not clearly provide for decanting, the trustee must determine whether they have authority to decant the trust....

20-Year Anniversary of Domestic Asset Protection Trusts

Posted on: May 10th, 2017
Alaska first enacted statutes for DAPTs in 1997. Other states have passed similar legislation since then. One fact has remained constant: No creditor has collected a judgment or settlement against a debtor....

3 Questions When Adding a Trust Protector to an Existing Trust

Posted on: May 8th, 2017
Since trust protector provisions are not included in the trust document by default, many individuals find themselves in a situation where they wish to add provisions to an existing trust. If you are considering adding such provisions, outlined below are a few questions that should be discussed during a consultation with a trust attorney....

3 Financial Guidelines for Trustees

Posted on: April 24th, 2017
Trustees have a fiduciary duty to impartially administer the trust with care and loyalty. The guidelines discussed below can help to ensure that a trustee is not found in breach of their duty. The consequences of violating a fiduciary duty are broad, ranging from penalties and damages to possible felony charges....


Get email notifications when we post new blogs. Subscribe Now!



View All Blog Posts