Complex planning becomes more approachable when you understand the principles behind it. Explore videos covering trusts, wealth management, asset protection, and modern estate planning.
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Discussion on the legal strategies, trust structures, and tax considerations that inform how the firm approaches advanced estate planning for every client.
Terminate a Trust Early: 3 Options
Attorney Stuart Green discusses how to terminate a trust early, explaining the circumstances when ending a trust before its planned conclusion might be possible. Learn about the legal requirements, common reasons for early termination, and important considerations trustees and beneficiaries must know. Whether you’re dealing with a revocable trust or irrevocable trust, this video provides […]
The Overlooked Benefit of a Revocable Living Trust
Attorney Stuart Green details a powerful but often overlooked benefit of using a revocable living trust: The practical organization it brings to your life. While avoiding probate is the most common reason people create these trusts, Stuart explains how the process also forces you to create an inventory of your assets—something that benefits not only […]
How Do You Sell Your Home If It’s in a Trust?
Placing Property into a Trust Often, people place their personal residence or other types of real estate into a revocable living trust or, in some cases, an irrevocable trust. A common question that arises is: how do you sell a piece of property that’s held in a trust? Let’s break it down. How to Sell […]
Will Beneficiaries Be Taxed on Their Inheritance?
Attorney Stuart Green breaks down what beneficiaries really need to know about taxes on inherited assets. While many people assume inheritances are tax-free, the reality is more nuanced. In this video, Stuart explains when and how taxes might apply. Learn more about estate tax, inheritance tax, and income tax.
Who to Hire for Asset Protection Trust Planning
Attorney Stuart Green shares insight related to a qualified asset protection trust attorney, the red flags to avoid, and why experience and jurisdiction selection (South Dakota) can make all the difference.
Add or Remove Beneficiaries of an Irrevocable Trust with Decanting
Decanting as a Method to Modify Irrevocable Trust Beneficiaries In a recent video, I discussed three different ways to add or remove beneficiaries from an irrevocable trust, briefly mentioning judicial modification, trust protectors, and decanting. Today, I want to delve deeper into the concept of decanting assets from one trust to another as a means […]
Irrevocable Trust: Can You Change the Beneficiaries?
There are typically three primary reasons to establish an irrevocable trust. The first reason is asset protection, shielding assets from personal creditors or divorcing spouses. The second reason is to minimize wealth transfer taxes such as estate taxes. The third reason involves family governance, ensuring the assets left to loved ones are administered and used […]
Everything is bigger in Texas, except Trust Laws
Texas is one of the best places in the country to live and build a business. It offers strong protections for individuals and a favorable environment for growth. But when it comes to long-term trust planning, many Texas families choose a different state entirely. The decision is not about leaving Texas, it is about selecting […]
Choose the Best Trustee With This Trust Structure
One of the most important questions you have to answer when setting up a trust is who you are going to name as trustee. I want to discuss that in the context of a directed trust, which is a more modern approach to trust planning. So, let’s get into it. Who should you name as […]
Whether you’re evaluating an existing estate plan or exploring sophisticated planning strategies for the first time, we’d welcome the opportunity to discuss your family’s long-term objectives.
