Special Needs Planning: One Trust or Two

Article, Estate Planning

The importance of a Special Needs Trust was reviewed in a previous article in this paper. In that previous article, we noted that the purpose of the Special Needs, or Luxury Trust, is to provide assistance to the special needs child beyond that which is provided by...

Have Your Cake and Eat it Too with a Charitable Remainder Trust

Article, Estate Planning, wealth preservation

Here is a tasty estate planning recipe to consider: INGREDIENTS: 1 Cup Appreciated assets (rental or vacation property, or appreciated stock are good choices). 1 Charitable Remainder Trust. Can be for a single person or married couple. Can be a Uni-Trust or an Annuity...

Vlog – Truths and Myths About Estate Planning – McDowall Cotter 5/20/2020 12:00pm

Join us on Wednesday, May 20th from 12:00pm – 12:30pm for McDowall Cotter’s vlog on Truths and Myths About Estate Planning.  To access this vlog, please click here:https://us02web.zoom.us/j/82897238494 If you have questions about how or why you need to...

WEBINAR – 18 and an Adult: Preparing for the Kids Heading Off to College and Out Into the World – McDowall Cotter 4/29/2020 12pm

On Wednesday April 29nd, McDowall Cotter will be hosting a webinar on 18 and an Adult: Preparing for the Kids Heading Off to College and Out in the World from 12:00pm – 1:15pm. For our loved ones heading off to college or off on a life of their own, there is...

VLOG – Keeping Trustees Out of Lawsuits: A Mini-Series – McDowall Cotter 4/10/2020 12pm

On Friday, April 10th from 12:00 – 12:30pm, attorney David Rosenbaum will be hosting Episode 2 of the Keeping Trustees Out of Lawsuits Mini-Series. The new McDowall Cotter, APC five part mini-series details the real story, the trials and tribulations of...