Significant Changes to GA Law Became Effective on July 1, 2018, and We Are Here to Educate and Help

In light of the significant changes to Georgia trust law beginning July 1, 2018, we wanted to create an easy way for our readers to learn more about this important estate planning topic. Here is a listing of the current materials on our website: Introducing the M&D Will & Trust Improvement Service! This Newsletter introduces [...]

2018-09-25T14:08:15+00:00July 30th, 2018|Irrevocable Trusts, News, Newsletters|

Thinking Through the Need, Ability and Process to Modify an Irrevocable Trust

Consider what changes are needed to achieve desired goals. This is the up-front analysis that may need some significant and deep thought. This is not considering the type of legal process, but considering the technical changes needed to achieve the desired outcome. For example, if a trust is considered to be a grantor trust for [...]

2018-07-30T06:45:12+00:00July 28th, 2018|Articles, Irrevocable Trusts, News, Newsletters|

Reasons to Decant or Otherwise Modify an Irrevocable Trust

While the reasons to decant or otherwise modify an irrevocable trust are as numerous as the imagination can create, here is a listing of some of the more common reasons: Correct trust drafting errors, such as scrivener's errors or ambiguous terms. A lot of trusts were simply not drafted properly and these mistakes can be [...]

2018-07-30T04:48:03+00:00July 26th, 2018|Articles, Irrevocable Trusts, News, Newsletters|

Have an Irrevocable Trust? You May Need to Meet With Your Accountant Before March 6, 2018!

With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming income tax season and to the March 6 deadline for determining how much income must be distributed from your non-grantor, irrevocable trust for the 2017 tax year. Trusts themselves are not terribly complex creatures. Someone (the settlor) [...]

2018-01-15T07:19:13+00:00January 15th, 2018|Blog, Irrevocable Trusts|

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