Step-by-Step Protecting Your Rights Beneficiaries can protect themselves from overbroad waiver with the following steps: Review the information provided by the fiduciary to see if there is any reason for concern. Review waivers and edit forms...
Category: Charitable Trusts
Dusting Off the Old Charitable Remainder Trust
At Rodriguez, Horii, Choi & Cafferata LLP we have been drafting more charitable remainder trusts in the last year than had been the case for the past decade or so. Three things are driving client interest...