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“Charitable Giving” Presentation by Don Vivrette and Peter Kote for the fall 2020 workshop series

Trusts are a valuable tool, but they may not be for everyone. It pays to know the ins and outs before you put your trust in a trust.

A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust.

Trusts are an excellent way to provide for the support and care of children while protecting them

A spendthrift trust allows a parent to protect a certain amount of inheritance

Mental illness and addiction are vitally important topics that every estate planner should be familiar with in today’s landscape. Unfortunately, these topics aren’t discussed nearly enough, but the fact is, one in five adults struggle with a mental health condition.

For grandparents as well as parents, contributions to 529 plans are treated as gifts.

Any trust created during someone’s lifetime is a “living trust.” However, the expression usually refers to revocable trusts. As the name suggests, such a trust can be cancelled if the creator has a change of mind and wishes to reclaim trust assets.

“Living Trusts: Death and Taxes” Presentation by Blaine M. Searle and Peter Kote for the fall 2020 workshop series

Ms. Taub spoke with DealBook about what makes white-collar wrongdoing different from other types of crime.