Archives for August 2022

FLEXIBLE DISCLAIMER TRUSTS: A SYNOPSIS OF ADVANTAGES & DISADVANTAGES

A disclaimer trust is a flexible estate planning tool which allows one spouse (“the first spouse”) to leave all of the first spouse’s assets outright to the surviving spouse, but allows the surviving … [Read more...]

WHAT CAN I DO WITH MY OLD IRREVOCABLE TRUST WITHOUT TODAY’S BELLS & WHISTLES?

Many people set up an irrevocable trust decades ago and made gifts or sold assets to the trust in order to get life insurance and other appreciating assets out of their estates.  An irrevocable trust … [Read more...]

TEN BW LAWYERS ARE LISTED IN THE BEST LAWYERS IN AMERICA© 2023; PETER T. MOTT IS NAMED LAWYER OF THE YEAR

Brody Wilkinson PC is proud to announce that ten of the firm’s lawyers were selected by their peers for inclusion in the 29th edition of The Best Lawyers in America© 2023.  In addition, Peter T. Mott … [Read more...]

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