Trusts Archives · Rhodes, Butler & Dellinger, PC

Special Needs Trusts

Janeson Keeley — Tue, 25 Apr 2017 00:47:44 +0000

by Mark W. Dellinger Special needs trusts (sometimes called “supplemental needs” trusts) allow a disabled beneficiary to receive an inheritance, gifts, lawsuit settlements or other funds without losing eligibility for certain government benefit programs, such as Supplemental Security Income (SSI) and Medicaid. We draft these trusts so that the funds are not treated as the […]

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Do I Need a Trust?

Janeson Keeley — Sun, 26 Oct 2014 18:58:43 +0000

by Scott A. Butler “Do I need a trust?” This is a question asked by many individuals as they consider their estate planning needs. The honest answer is “It depends.” Many factors, including a person’s tax and non-tax goals, their assets, and their family situation, will determine if a trust is necessary. Some argue that everyone […]

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Are Your Affairs in Order?

Janeson Keeley — Fri, 26 Sep 2014 19:10:17 +0000

by Mark W. Dellinger Why do we fail to plan? “I don’t have that much,” is a common answer. Other common misconceptions are that it is too expensive or complicated. Many do not want to address our mortality. For almost everyone, the plan should include a will, a power of attorney and an advance medical directive. […]

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