Can I create/handle/manage a life insurance trust on my own?

No, it is important that the insured party NOT initiate nor control any aspect of the life insurance trust, other than retaining an experienced estate planning attorney to navigate the process.

Catherine R. Mack

I am an estate planning and estate litigation attorney who has been practicing law for many years. Based in Bethesda, Maryland, I work with clients in Montgomery County and throughout Maryland, the District of Columbia, and Virginia. My practice focus is 1) estate planning (wills, trusts and ancillary documents), 2) probate (the publication and effectuation of a Will through the local court) and 3… Read More

What not to do when leaving a home to an heir - The Washington Post , Feb. 22, 2020

By Ilyce Glink and Samuel J. Tamkin Feb. 19, 2020 at 6:00 a.m. EST Q: I just read your column giving suggestions to an elderly mother who wanted to make sure her daughter received her home at death without probate. I’m a retired attorney, and I don’t know how many times I was asked the same question by clients over the years. There’s one thing that you didn’… Read More

Law Office of Catherine R. Mack

Bethesda Crossing

7315 Wisconsin Avenue
Suite 800 West

Bethesda, Maryland 20814

Phone: (301) 961-8590

Fax: (301) 961-6599

Email:

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Can I create/handle/manage a life insurance trust on my own?

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