Planning for Todays Concerns, Winter 2009

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How can I leave assets to my loved ones in the
most protective way? SAFE TRUSTS
Are you concerned about your child’s marriage? Do you
want to leave assets to your child and then one day have those
assets part of a divorce proceeding? SAFE TRUSTS
Are you concerned about your child’s financial situation?
Does your child have creditor problems? Does your child have
difficulty managing finances? SAFE TRUSTS
Are you concerned because you have a family member
with special needs? Will that family member need help
with managing assets and making financial decisions? SAFE

TRUSTS
Are you concerned that the assets you pass to your children
will also benefit your grandchildren? Do you want to help pay
for your grandchild’s college education? SAFE TRUSTS
Over the past thirty years that I have been practicing law, I
have seen new strategies developed to help our clients. In the
past, the use of trusts was primarily for the wealthy but as time
has gone on the use of trusts has become a primary planning
technique for our clients....

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