Case Study Exercise: Family Trust Planning
Meet William and Mary. This hypothetical case study reviews a common family trust planning situation to show you the benefits of proper estate planning.
Family Trusts and Powers of Appointment
How do powers of appointment work with family trusts? Here are the trust planning strategies you need to know.
Case Study Exercise #1: Wealthy Retired Widow
Review this hypothetical case study for a wealthy retired widow and estate planning proposal from Thomas D. Glascock.
