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Seven Trust Planning Considerations to Promote Family Harmony and Minimize the Risk of Litigation

The popularity of ‘do-it-yourself’ estate planning has skyrocketed in the last 20 years.  Because of the ease with which someone can create legacy planning documents using Google, AI, Chat GPT and Legal Zoom, many people believe they can find enough legal information online to create their own family living trust without the guidance of a competent …

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Trial Of Pat Bowlen’s Daughters Vs. Broncos Trust Has Been Vacated

When Pat Bowlen passed away in June of 2019, the Denver Broncos football franchise was owned by The Pat Bowlen Trust.  So if Mr. Bowlen conveyed ownership shares in the team to his Trust (which avoids probate) for the benefit of his children, why has Broncos team ownership been in limbo since Bowlen’s death in …

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Chicago Bears Ownership Having Internal Strife About Selling Team

The daughter of George “Papa Bear” Halas, Virginia McCaskey, has controlled the Chicago Bears football franchise since 1983 when her father died leaving her 80% controlling interest in the team.  When Papa Bear founded the franchise in 1920, he did his best to devise a plan to keep ownership of the team under the family’s …

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Britney Spears Is Headed To Court To Address Her Conservatorship. Here’s What To Know

After her 2nd psychiatric hold back in 2008, a California court awarded petitioner, Jamie Spears, as emergency temporary conservator responsible to make health care and financial decisions for his daughter Britney. More than 12 years later after working on rehabilitating her mental health, Britney’s right to make legal decisions about her life remains awkwardly under the …

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Using Land Trusts As An Asset Protection Tool: Strategies To Maintain Privacy And Preserve Equity In Florida Real Property

Something as simple as an auto accident or malpractice claim can expose the assets you’ve accumulated over a lifetime to attachment by judgment creditors. For this reason, private owners of real property should consider protecting their real estate investment for the benefit of their families, their business partners or the public at large.  They can …

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Integrated Estate Planning To Protect Personal Wealth And Business Assets

With increasing concern for safeguarding equitable assets and accumulated wealth, the demand by Floridians for integrated estate plan (IEP) protection is as strong as its ever been. This is due to the dual benefit that IEP’s offer: namely, the benefit of lifetime asset protection planning alongside that of conventional estate planning. For this reason, a …

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