Blog: Trusts and Estates

Executing Legal Documents at a Distance


In Trusts and Estates | On April 16, 2020

Certain legal documents must be witnessed and also possibly notarized in order to be valid. Others are witnessed and/or notarized because it’s considered best practice to avoid disputes later. With States issuing stay at home orders, how can people satisfy legal requirements and best practices of document execution while following the law and taking the […]

The Magic of Grantor Retained Annuity Trusts


In Trusts and Estates | On April 6, 2020

On Sunday, March 15, the Federal Reserve lowered the Federal Funds Rate to near zero. Designed to ease the burden on financial markets by making borrowing easier, the action – at a time of lowered stock values – created an opportune time to establish a Grantor Retained Annuity Trust as part of an overall estate […]

Planning for The Final Move


In Trusts and Estates | On April 5, 2019

As you may be aware, our law firm recently moved our Wilmington location from one building in downtown Wilmington to another.  The prospect of packing books and papers I may not have touched in years just to unpack them in a brand-new office was not exactly appealing.  Although I’m not a devotee of Marie Kondo […]

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