Author Archives: Jay Butchko
Attorney Client Privilege In Estate Planning Matters
In many ways, estate planning feels like a family event. Someone is creating an estate plan to leave assets and property to other family members. Family members may have been the ones to encourage the person creating the estate plan, to get to an estate planning attorney and get it done in the first… Read More »
Can You Condition An Inheritance On Marrying In A Certain Religion Or Faith?
When creating an estate plan, you can use certain estate planning vehicles, to condition how and when people get the assets you leave to them. For example, you could condition an inheritance on graduating college, or on someone being at a certain job for a certain amount of time, or leave funds or assets… Read More »
The Basics Of Special Needs Trusts
When planning for those with special needs, relatives may face a dilemma. On the one hand, they want to leave as much property as possible to the disabled beneficiary or individual—they will obviously need as much help as possible, with the expenses that often come with special needs. But on the other hand, leaving… Read More »
Estate Planning For Undocumented Immigrants
Many people who are in this country as immigrants, are here as undocumented immigrants. Many of those people may have assets or property, and they may want to leave them to their beneficiaries and survivors. Because some laws may not apply equally to immigrants, many wonder if they can leave their property to loved… Read More »
Parental Estate Planning For The Young, New Adult In The Family
When our kids reach the age of majority, when they become legal adults, many parents appreciate the milestone, but don’t appreciate the legal ramifications of that milestone. Becoming a legal adult can create legal problems that many parents don’t anticipate. No Right to Information Imagine that your child is 19 or 20 or 21—basically,… Read More »
Ethical And Practical Estate Planning Tips
If you’re creating an estate plan, it may seem easy to just say who gets what and put what you want to happen in writing. Maybe you’ve even engaged a probate or estate law attorney to help you—a wise choice. But often, when it comes to creating estate plans, there are considerations that go… Read More »
Estate Planning And Family Heirlooms
When we create state plans, we understandably account for the things that have monetary value. These are the things that we believe that our beneficiaries will want, and potentially, may even fight over, if they aren’t left to them in the proper and equitable way. But in planning this way, it’s easy to overlook… Read More »
Tips To Help Select An Executor For Your Will
When you make an estate plan, part of that estate plan may be a will. In your will, you will have to pick a personal representative, or what is otherwise known as an executor. But how do you pick the executor? What qualities should you look for in selecting an executor? The Role of… Read More »
Revoking An Irrevocable Trust: Can It Be Done?
While you may not completely understand all the legalities of an irrevocable trust, one thing that many do understand is that an irrevocable trust is, by its name, permanent—irrevocable. But despite that, is it still possible to terminate or revoke an irrevocable trust? Why Irrevocability Matters The law makes it very hard to undo… Read More »
The Role Of Title Insurance In Estate Planning
If you’re leaving real property in your will or otherwise leaving it to others in some other way when you’re gone, you want your beneficiaries to have what you’re leaving to them, free and clear of liens or encumbrances of any kind. You normally don’t worry about this when you buy property, because presumably,… Read More »