Monthly Archives: May 2012

Supreme Court Rules Post-Death Conceived Beneficiaries Not Entitled to Social Security Benefits

About a month ago, I wrote about the Supreme Court holding oral arguments on an interesting estate planning issue. Yesterday, on May 21, 2012, the Supreme Court ruled that twins born to Robert Caputo’s surviving spouse Karen did not qualify … Continue reading

Posted in Estate Planning, Omitted Child, Supreme Court, Survivor Benefits | 2 Comments

The Trustee: Part IV…Trustee Responsibilities

The last several posts have described the importance in selecting the appropriate person to be the trustee, the qualities for a good trustee and the power the trustee can be given to oversee the trust. The trustee powers are utilized by the trustee … Continue reading

Posted in Estate Planning, Revocable Living Trusts, Trustee, Trustee Responsibilties, Trusts | 2 Comments