Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
New Case Showing Why Domestic Asset Protection Trusts (DAPTs) Don’t Work! March 24, 2015 by Evan H Farr, CELA, CAP Dr. Charles Dahl and his wife Kim were married for eighteen years. In 2002, Charles executed a trust entitled "The Dahl Family Irrevocable Trust" that named Charles as Settlor, his brother Robert as Investment Trustee, and Nevada … [Read more...]