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ADDING VALUE TO YOUR CLIENT’S ESTATE PLAN PART 2

by Thomas D. Begley, Jr., CELA This is the second part of a two-part series on adding value to your client’s estate plan.  (Click here for Part 1) Letter of Instructions A general Letter of Instructions can be very useful to the executor, health care representative, and agent under Powers of Attorney.  Consider breaking a Letter of…

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USING TRUST PROTECTORS FOR SPECIAL NEEDS TRUSTS

by Thomas D. Begley, Jr., Esquire, CELA When drafting a Special Needs Trust (SNT) it is always better to utilize the services of a Professional Trustee rather than a family member.  However, the individuals establishing the trust are usually not comfortable with a Professional Trustee, because they are not familiar with the Trustee and are not…

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SOLO AND SMALL LAW FIRMS: PLANNING FOR A BETTER FUTURE

 By: Thomas D. Begley, Jr., Esquire, CELA  When a law firm is established, whether it is a solo or small firm, the immediate concern is generating enough income to pay expenses and to provide for the lawyer and/or lawyers and their families.  As early as possible, lawyers should start to think about their future.  The years pass…

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SPECIAL NEEDS PLANNING: MORE THAN DOCUMENT DRAFTING

by Thomas D. Begley, Jr., Esquire, CELA             Planning for families with special needs members involves a lot more than simply drafting a Special Needs Trust (SNT).  Individuals with special needs, often children, grandchildren or other family members, require a considerable amount of care.  The challenge really begins once the parents are gone.  At that point, who is going…

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