2015-08-26 17:36
22 EVIDENCES OF A WELL-DRAFTED TRUST AGREEMENT
1. The Trust Agreement is at least 50 pages (single-spaced type) in length.
2. An extensive “Definitions” section (4 pages) that… Read More
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Keep up with the latest industry news for estate planning in Michigan with the team at Casper P Connolly.
2015-08-26 17:35
Harrison, MI – Estate planning can be a difficult and overwhelming process for families. Casper P. Connolly and Associates have admitted that 95% of planning structures are inadequate… Read More
2015-08-26 17:34
For over 38 years, Casper P. Connolly and Associates have utilized the wisdom of experienced estate planning lawyers for the sole purpose of providing estate planning clientele with protecti… Read More
2015-08-26 17:33
Offshore Asset Protection Trusts (OAPT) can be effective barriers against future creditor’s claims because the laws of certain offshore trust havens make it much more difficult for suc… Read More
2015-04-02 13:18
There is no “one-size-fits-all” strategy when it comes to asset protection in Michigan. The “basic principles” of asset protection include:
The earlier th… Read More
2015-03-09 14:25
There are six reasons for updating an existing estate plan: (1) A change in marital status; (2) A change in the number of beneficiaries; (3) A change in the status of a ben… Read More
2015-02-18 12:46
For those who have designated their children and/or grandchildren as the contingent beneficiaries of the IRA or 401(k) plans and have assumed, as has been the case for many years, that such… Read More
2015-02-12 14:10
If you become divorced and have minor children your ex-spouse may end up with substantial control over your wealth through the children’s conservatorship. Your estate plan may al… Read More
2015-02-09 13:55
Mississippi recognized “good faith and probable cause” exception to a forfeiture In Terrorem (i.e., no contest) Clause. The California Supreme Court ruled that a No-Contest… Read More
2015-01-23 13:02
A power of attorney is not as powerful as many people think, and banks (and other financial institutions) routinely try to deny the appointed person any right to have access to accounts. Yo… Read More
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