Alzheimer’s is a subject Laura Wayman knows well. I have had the pleasure of sitting in her seminars and learning about dementia. As California Licensed Professional Fiduciary, I come in contact with clients who are in various stages of dementia and Laura’s classes and book have helped me identify what might be dementia so I [...]
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A special needs trust is set up for one of two reasons: 1. Court ordered on behalf of a person so someone independent can manage funds either up to a certain age or permanently. 2. Guardians, i.e. parents of a special needs person, sets it up so the special needs person can receive public benefits and still [...] There are various types of living trusts, including revocable and irrevocable. Revocable The Trustor is alive but has resigned as Trustee for a variety of reasons. A fiduciary is asked to be Successor Trustee. This Trust is revocable and the Trustor is still alive and has capacity, the ability to make decisions. Though the Trustor may not [...] |
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