Locked Up

Locked Up Until Age 35?

Rob, a well-mannered, intelligent 25-year-old beneficiary to his grandfather’s trust came to me with a question. “My father told me that I can’t have any

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Two Hats

Two Hats

When my children were young, I used to read Dr. Seuss books to them. One of their favorites was The Cat in the Hat Comes

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Spendthrift or Risk Tolerance?

Spendthrift or Risk Tolerance?

A client, “Alec” discussed imposing a third party trustee on his son “Terrance’s” inheritance, while leaving his daughter in charge of her inheritance without imposing

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