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Tampa Estate Planning Attorney
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Tag Archives: Tampa Trusts Attorney

Spendthrift Clauses Can Protect Your Trust Benefits

By David Toback |

As we know, creditors will do nearly anything to get their bills paid. Anything that you have, they will try to get. Yet, anything that you don’t have, but expect to receive later, they may try to get as well to satisfy outstanding debts or judgments. Trust Beneficiaries A common scenario involves someone who… Read More »

Out-of-State Trusts May Need to Be Revisited

By David Toback |

Florida is a haven for incoming residents. Whether it’s young people coming to live on the water or retirees coming here to avoid the snow, Florida gets a lot of people moving here from other states. In many cases, those people may have executed trusts in the states that they left. When they come… Read More »

Plan Now to Avoid Medicaid Problems

By David Toback |

For many with moderate to lower incomes, Medicaid can be the difference between life and death, and the difference between being able to get into a good long term care facility, or being left in the cold. Many people don’t realize it, but many financial decisions that they may make throughout their younger years… Read More »

When to Consider a Special Needs Trust

By David Toback |

If you or someone in your family is disabled, or has any kind of special need, you may want to consider a special needs trust (SNT). An SNT can be crucial to protect government benefits, and to ensure that people get the continuing care that they need in the future. Why Use a SNT?… Read More »

Using an Irrevocable Trust as an Asset Protection Tool

By David Toback |

If you have assets that you want to make sure are enjoyed by your family for years to come, even after you’re gone, you may have heard what a valuable tool a trust can be. As the name implies, a trust holds property in trust for the use and enjoyment of the people you… Read More »

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