Ensuring Trust Terms Are Drafted To Maximize Income Tax Savings

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...

Estate Planning Vocabulary

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...