Often the nature of wills and trusts are such that competing interests arise. A careful look at the issues is…

A ‘how to folder or binder’ for our survivors helps those of us who survive and is the greatest gift…

Probate or estate administration fees vary from state to state. It is not unusual for persons in high probate fee…

Burgess Law encourages a multidisciplinary approach and advises clients to work with financial planners. Their work is very valuable and…

Estate and Gift Tax. With the new high exemptions, most people will no longer be subject to the federal estate…

Asset protection trusts are typically established by individuals in high risk occupations (i.e., doctors and real estate developers) and very…

Modern blended family situations are sometimes handled by trusts and sometimes by pre and post nuptial agreements or a combination…

These persons are fiduciaries who are held to a standard under State law regarding their actions. Fiduciaries are encouraged to…

There are any number of circumstances under which a beneficiary is wise to say “no thanks” to a gift. And…

Trusts Trusts are legal agreements that govern the disposition of assets put into them. Trusts are administered by Trustees who…