by Jerry Kessler | Oct 1, 2016 | With Your Family in Mind
Estate Planning: A Cautionary Tale Grandpa committed an act of kindness: He executed a living trust. He knew that this would insure that, after his death, his assets would be distributed in accordance with his wishes, without the expense and inconvenience of...
by Jerry Kessler | Sep 1, 2016 | With Your Family in Mind
Pitfalls, Pratfalls and Shortfalls Mom and Dad had a revocable living trust, prepared many years ago by an experienced attorney. At that time, it was fully funded: their house and financial accounts had been re-titled to Mom and Dad as trustees of their Trust....
by Jerry Kessler | Aug 1, 2016 | With Your Family in Mind
Loose Ends Hoping to save his children the cost and inconvenience of a probate proceeding after he died, Joe Client had executed a living trust. He had funded his trust, taking title to his assets as trustee of his trust. Later, Joe re-financed his house. He took the...
by Jerry Kessler | Jul 1, 2016 | With Your Family in Mind
Anatomy of a Probate Lawyer What is probate? Probate is the court procedure whereby we establish the authenticity and sufficiency of a decedent’s will, if any, identify and evaluate the decedent’s assets, pay administrative expenses and approved claims of creditors...
by Jerry Kessler | Jun 1, 2016 | With Your Family in Mind
The Power of a Power of Attorney One of the most useful, easy to access, inexpensive and misunderstood legal documents is the Power of Attorney. This document is used to vest another person with the right to do business on behalf of the grantor (i.e., the person who...
