May 2020 Episodes
Episode 39: How do I choose a Trustee?
When designing an estate plan that involves a Trust, it is very important to understand the options for selecting a trustee. We examine the differences between individual and corporate trustees and the advantages/disadvantages of both.
Julian sits down with Certified Elder Law Attorney Rob Schweitzer and discusses Rob’s recent article on how Kobe Bryant’s estate planning issues can translate to the need of non-celebrity clients and their families.
Julian Gray discusses the importance of planning even after “the 11th hour” to protect a home from being claimed by the State for Medicaid repayment.