Durfee Law Group Sustainable Distributions Sustainable Distributions: How to Make Wealth Last and Grow The United Nations has promulgated 17 Sustainable Development Goals . Broadly speaking, these inter-related goals address global issues such...
Michael Koberlein SECURE Act Estate Plan Update Some people think that their IRA actually belongs to them. It does not. It belongs in part to the government. The politicians created IRA plans. Those who make the rules can change the rules. . . and ...
Durfee Law Group Why Is Probate Necessary? Mandatory Litigation Probate is almost never voluntary. It is compelled. Why is probate necessary? When a person dies, it has been a nasty habit of humanity from the dawn of time for people to show up... Coordination Estate Planning Last Will & Testament Probate & Estate Administration Trusts
Durfee Law Group Jurisdictional Diversification Jurisdictional Diversification Jurisdictional Diversification is a reality for most people whether they know it or not. If you have family members or property or business interests in more than one pl... Coordination
Durfee Law Group Cryonic Suspension Trust - Legal Services Cryonic Suspension Trust - Legal Services Formation of a Cryonic Suspension Trust including but not limited to the following: Attorney time for Consultation and Selection of material options Trust may...
Durfee Law Group Cryonic Trust Blunders We want to live forever and take our money with us. What could possibly go wrong? With all the focus on whether or not the technology will work, we too often fail to consider whether or not the financ...
Durfee Law Group Charitable Remainder Trust What is aCharitable Remainder Trust? A Charitable Remainder Trust ('CRT") is a type of "split interest" gift. It is an irrevocable trust through which you split part to keep for yourself and part to g... Asset Protection Charitable Planning Coordination Estate Planning Tax Planning Trusts
Durfee Law Group Rule Against Perpetuities The Rule The Rule Against Perpetuities is an archaic rule adopted by the U.S. as part of the Common Law heritage from its colonial predecessors. In most applications, it limits the length of time in w... Coordination
Durfee Law Group Expat Estate Planning The expat lifestyle as a certain allure and mystique. Entertainment media serves up a stereotype image of wealthy Americans living the good life in far away places. The physical and emotional disconne...
Durfee Law Group Old ILIT New Solutions An "ILIT" is an Irrevocable Life Insurance Trust. One of the purposes of an ILIT is to prevent life insurance benefits from being taxed. (Yes, although generally income tax free, life insurance can be... Coordination
Durfee Law Group What is a Dynasty Trust? A "Dynasty Trust" is a Trust designed to hold and protect property over multiple generations. Such trusts take advantage of jurisdictions that have abolished laws that require termination such as the ... Coordination
Durfee Law Group Donor Advised Fund Family Foundation What is a Donor Advised Fund? A Donor Advised Fund (or "DAF") is the quickest, easiest, and most cost effective way for anyone to establish a charitable Family Foundation. Among other benefits, it ena... Charitable Planning Coordination Estate Planning Professionals Tax Planning
