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Lathrop GPM

Estate Planning Newsletter - Spring/Summer Edition

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For many students, this time of year signals the end of their high school careers and the beginning of the transition to college. With that transition, students and their families must address difficult issues, including how...more

Bowditch & Dewey

Tax Cuts and Jobs Act Effect on ABLE Accounts and 529 Funds

Bowditch & Dewey on

Based on changes implemented by the Tax Cuts and Jobs Act, this is an update on a previous post written by Eileen Y. Lee Breger in May 2017, “Families Can Use a Tax-Advantaged ABLE Account to Save for Disability Expenses.” ...more

Shumaker, Loop & Kendrick, LLP

"The Estate Planner" – March/April 2015

In this issue: - Second Trip Down The Aisle? – Update Your Estate Plan To Reflect Your Second Marriage - 21st Century Estate Planning For Digital Assets - Planning For Aging Parents – 5 Tips For The...more

BakerHostetler

The Limits of Discretion: Trust Distributions for Health, Education, Maintenance and Support

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Trustees are often granted the power to distribute trust property “in the Trustee’s discretion” for a beneficiary’s “general well-being,” “best interests,” “comfort,” or, most commonly, “health, education, maintenance and...more

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