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Montgomery Law Firm, LLC

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Home / Archives for Legal Education

Changing “Irrevocable” Trusts Through Use of a Trust Protector

October 7, 2021 by Hunter Montgomery

Advisors often include irrevocable trusts as part of a comprehensive estate plan to achieve both tax and non-tax goals. The use of irrevocable trusts can cause apprehension because of the perception that irrevocable trusts are inflexible in changing circumstances. This article explores how the use … [Read more...] about Changing “Irrevocable” Trusts Through Use of a Trust Protector

Changing “Irrevocable” Trusts Through Decanting

September 21, 2021 by Hunter Montgomery

Irrevocable Trusts are often included as part of a comprehensive estate plan and are usually established many years before they pay out or terminate. These trusts didn’t change with changes in beneficiary circumstances or with evolving legislation, but now they can. This article explores how. … [Read more...] about Changing “Irrevocable” Trusts Through Decanting

Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification

September 14, 2021 by Hunter Montgomery

Irrevocable Trusts have long been an effective, albeit static, estate planning tool.   These trusts didn’t always change with circumstance, but now they can.  This article explores how. … [Read more...] about Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification

Dangers of Do-It-Yourself Estate Planning

August 11, 2021 by Hunter Montgomery

Occasionally, those who are not Estate Planning attorneys will attempt to do their own Estate Planning. Perhaps they’ll go online and get a document to use. Unfortunately, Estate Planning is about far more than a cookie-cutter document. Read on to learn more. … [Read more...] about Dangers of Do-It-Yourself Estate Planning

Trust Distribution Standards May Be Very Broad

July 29, 2021 by Hunter Montgomery

Trustee distribution standards could be very broad. “Health, education, maintenance, and support” is such a standard, which has its origin in tax regulations. Read on to learn more. … [Read more...] about Trust Distribution Standards May Be Very Broad

Revocable Trusts Are Not Always Treated the Same as an Individual

July 22, 2021 by Hunter Montgomery

A revocable trust is treated the same as the individual for most purposes. But for some narrow purposes it can be treated differently. Read on to learn more. … [Read more...] about Revocable Trusts Are Not Always Treated the Same as an Individual

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Montgomery Law Firm, LLC

Montgomery Law Firm, LLC. helps you define what's important.

Montgomery Law Firm, LLC

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Bluffton, SC 29910

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