by Manish C. Bhatia | Aug 31, 2015 | News + Trends
> Trusts allow for withdrawal limitations ranging from common to creative. > Overly-specific requirements may burden the family and trustee and be struck down if they violate public policy. > Understanding and anticipating the practical administration of the...
by Manish C. Bhatia | Aug 2, 2015 | News + Trends
> Outdated estate planning documents can be as dangerous as not having an estate plan at all. > A proper estate plan should provide significant asset protection and oversight for your beneficiaries. > A change in your family or financial situation should...
by Manish C. Bhatia | Jun 30, 2015 | News + Trends
> Reducing the estate tax and administration burden on your family during a difficult time is an invaluable benefit of proper estate planning. > An incomplete estate plan can lead to extensive legal costs and permanently strained relationships. > The burdens...
by Manish C. Bhatia | May 1, 2015 | News + Trends
The addition of two words to the Social Security Act could have a significant effect on the law governing special needs trusts. A special (or supplemental) needs trust is established for the benefit of a disabled individual to provide for his needs beyond those...
by Manish C. Bhatia | Nov 2, 2014 | News + Trends
POWER POINTS + Estate planning is about much more than just who will receive your assets after death. + Proper estate planning can reduce the cost, time and likelihood of conflict when your assets are to be transferred to your loved ones. + Planning for specific...
