Posts Tagged: trust

Ensuring Trust Terms Are Drafted To Maximize Income Tax Savings

December 14, 2015

By: Matthew F. Penater, J.D., LL.M. — matt@elvilleassociates.com For those of us who have established a trust, are a beneficiary of a trust, or are considering implementing a trust into our estate plan, the recent changes in trust income tax rates warrants our attention. If a trust is in existence, a review of the trust …

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Estate Planning Vocabulary

December 1, 2015

By: Olivia R. Holcombe-Volke, olivia@elvilleassociates.com Estate planning documents frequently contain vocabulary that is specific to the field of estate planning, and not commonly used by the world at large. The following list, while not comprehensive of all of the confusing or unfamiliar terms within the estate planning context, are some of the words or concepts …

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Do You Wish to Resign from Your Position as Trustee of a Trust?

October 1, 2015

Authored by: Verena Meiser, Senior Associate, verena@elvilleassociates.com If you’ve served as Trustee of a trust that benefits a family member or a friend, the time may come when you know you want to resign. You don’t need to have a particular reason to resign. Perhaps, the administration of the trust property is taking more time …

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