Just Say No to Overbroad Trust and Estate Waivers: Part II

By Reynolds Cafferata and Catherine Anne Karayan 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 so that they do not provide fiduciaries with greater protections than they […]

Dusting off the Old Charitable Remainder Trust

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 in a charitable remainder trust. First, as the economy continues to recover, clients have seen their assets appreciate significantly […]