Paul PremackMay 4, 2020Who wins between Agent and Trustee?Durable power of attorney takes precedence over his individual domain while the Trust takes precedence over the trust’s domain.
Paul PremackApr 28, 2020Can I control who gets my IRA?The simplicity of the non-testamentary designation can interfere with planning for a more complex goal.
Paul PremackApr 7, 2020Can I be trustee and beneficiary of my trust?Doctrine of Merger: when trustee and beneficiary are the same person, without restriction on the assets