Are annuities creditor-proof in New York State? ... read on
- Answered by Donna Atkins
If the annuitant has passed away and the beneficiary is a trust with the annuitant's social security number, do I .... ... read on
- Answered by Mark Anderson
My client has declared bankruptcy. He has been told by a friend - an attorney - that he should .... ... read on
- Answered by Mark Anderson
I have a situation where there is a trust that is the beneficiary of my client's IRA. If the .... ... read on
- Answered by Cory Bunger
My client had a JTWROS with her Mother. Her Mother has just died. Does she get a step .... ... read on
- Answered by Mark Anderson
My client is the beneficiary of a QTIP trust. When she takes income from the trust, is this taxed .... ... read on
- Answered by Mark Anderson
Can you run a CRT or CLT illustration for me? At my old firm, they would run an illustration .... ... read on
- Answered by Mark Anderson
My client is thinking of setting up a Charitable Remainder Trust. How can he do that? Can you .... ... read on
- Answered by Mark Anderson
Are there any trusts out there which qualify for accelerating gifting in the same way that a 529 does? ... read on
- Answered by Mark Anderson
My client has a trust where the grantor has passed away. What are the procedures to implement a new .... ... read on
- Answered by Mark Anderson
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