» Trusts

Cathy’s Recent Appearance on the Law School for the Public television program.

Learn the basics of how assets are distributed after death, including a discussion of Wills, Trusts, and the probate process in Montgomery County, Maryland from Cathy’s recent appearance on public television.  By watching this short program, you will see Cathy’s unique ability to explain and discuss these topics.  Click here to view the program. Read More
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What Are the Advantages of Utilizing a Revocable Trust as Part of Your Estate Plan?

The revocable (so-called “living”) trust affords another option for the transfer of assets upon death. There are several pros and cons to using a trust rather than a will as your primary estate planning document. A revocable trust can act as a will substitute and in many cases can avoid the need for probating your estate. Much has been written recently on the use of tr… Read More
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Categories: Trusts

Important Considerations in Creating a Trust

The person who creates and funds the trust is called the “Settlor” or “Grantor”. If you are the person creating the trust, then you should understand why a trust is suitable for your needs. What are your reasons for creating the trust and what are your goals in having the trust in place and funded? Make sure that the person drafting the trust understands and docum… Read More
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Categories: Trusts