Discretionary Trusts


4 Tips for Avoiding a Will or Trust Contest 1

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart.  Unfortunately, we have the opportunity to observe such contests on a regular basis, and even among families where no one expected there would be any controversy.  Avoiding a will or […]


A SECURE FUTURE: SPECIAL NEEDS PLANNING

At The Coleman Law Firm, we take great pride in our service to clients with special needs family members.  To deepen our knowledge and steep our expertise, I recently attended a Special Needs Planning Immersion Camp in Scottsdale, Arizona.  Surrounded by dozens of the brightest attorneys dedicated to special needs planning in our country, we […]


Estate Planning Needed For Any Estate

A couple of days ago I received an email from a realtor who I recently met who had a question about estate planning.  Her question was: What level of assets do your clients need to own before your services benefit them? After I responded to her question, she told me […]


Act Now to Take Advantage of a Tax-Saving Opportunity

Legislation in effect until December 31, 2012 makes the present a particularly important time for tax planning.  In late 2010, Congress passed and the President signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the “Act”).  The Act provides a two-year reprieve from higher […]


“Exceptional” Estate and Gift Tax Planning Opportunity for 2011 and 2012

Last night was a very interesting evening. As the guest of my good friend Dennis Rosa, a wealth manager at Morgan Stanley Smith Barney, I attended Morgan Stanley’s annual gift to the Northeast Florida community of bringing Andy Friedman to town.  Andy Friedman is probably the most knowledgeable, brightest, and […]