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Archive for January, 2011

Using a Trust Protector Will Supercharge Your Estate Planning

Friday, January 28th, 2011

When you establish a trust, one of the biggest decisions you make is who will serve as trustee if you become ill or pass away. You must be able to rely on your successor trustee to follow your instructions, manage trust assets as a reasonably prudent person, make appropriate distributions and avoid even a hint of self-dealing. In my experience, most successor trustees do just fine, especially when they are represented by a competent trust administration attorney. But what if your successor trustee isn’t up to the job? What if they go rogue when you’re not there to do something about it? That’s when using a trust protector can really give you tremendous peace of mind.

New Law Means 2011 Could Be Time To Review Your Living Trust

Thursday, January 27th, 2011

Laws change, families change, and your needs and interests change. Sometimes your estate plan should change accordingly. A deal just struck in Washington, D.C., could be a good reason to make sure your estate plan still works the way you want.

Channel 10 Interviews Attorney Brian Wyatt about Special Needs Trusts

Tuesday, January 4th, 2011

Brian Wyatt appeared on Channel 10’s Sacramento & Company on September 29, 2011.  He discussed estate planning for families of people with disabilities.  To view the video, please click here.

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