Posts by Steve Shane, Esq.
The Weekly Scenario: Dynasty Trust planning
The reasons for creating a dynasty trust vary depending upon the needs and desires of the trust settlor. Dynasty…
Read MoreThe Weekly Scenario: Items that an Estate Plan Should Provide for a Spouse
The objectives that we hear most often from clients regarding a spouse include: I want my spouse to be…
Read MoreThe Weekly Scenario: Where to Keep Your Trust
What if I can’t find a copy of my Trust and how do I prove it exists? Without a copy…
Read MoreThe Weekly Scenario: Where is the Original Copy of your Will?
You should let someone know where your original Will is stored. If one cannot be found after a person dies,…
Read MoreThe Weekly Scenario: Donor-Advised Funds
A donor-advised fund is like a charitable investment account, for the sole purpose of supporting charitable organizations you wish to…
Read MoreThe Weekly Scenario: Considerations for Trustees and their Deceased Loved Ones
What should a Trustee consider doing for a recently deceased loved one? Here are some items a Trustee should…
Read MoreThe Weekly Scenario: Guardians and Trustees
Sometimes the people who are the most nurturing are not necessarily the best at handling money. Although the person you…
Read MoreThe Weekly Scenario: Should You Share Estate Planning Documents with Family Members?
The question as to whether you should share your estate planning documents with your immediate family is one that comes…
Read MoreThe Weekly Scenario: Documents You Should Have Before You Travel, But Particularly if You Fall into a Specific Risk Group
No one likes to think of worst-case scenarios before a trip, but there are certain estate planning documents you should…
Read MoreThe Weekly Scenario: Setting Up Special Needs Trusts
Planning for beneficiaries with special needs can be a challenge. While navigating the requirements for both IRA beneficiaries and trusts…
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