OUR WRITING / BLOG

Credit card and frequent flyer miles can add up to free trips around the globe. These valuable points can also disappear upon death. To whom should loyalty currency belong when the owner passes away? Loyalty points or miles are NOT your property. Look at the fine print. For example, Delta’s mileage program states that “miles […]

Personal trusts often own residential real estate. In the case of persons with disabilities, the trust format allows a trustee the discretion needed to maintain a home. Along with those powers comes great responsibility to ensure that the trust is serving the needs of its beneficiaries in the best way possible. Home ownership creates great […]

In this second installment on the topic of home ownership and persons with disabilities, I will offer an example of the complications the trustee might face. I am the Trustee of a special needs trust established for an adult woman named Sasha. Although Sasha faces special challenges due to certain disabilities, she has achieved a […]

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