ROBERT McLEAN IRREVOCABLE TRUST v. Patrick Davis, Jan 26/09

ROBERT T. MCLEAN IRREVOCABLE TRUST v. PATRICK DAVIS, P.C. No. SD 28613. Edward F. Luby, St. Louis, MO, for Appellants. Joseph C. Blanton Jr., Sikeston, MO, for Respondents. Linda McLean (“Appellant”), trustee of the Robert T. McLean Irrevocable Trust (“the trust”) and mother of trust beneficiary Robert McLean (“Beneficiary”), brought various tort claims against several […]


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ROBERT McLEAN IRREVOCABLE TRUST v. Michael PONDER, Oct 24/13

ROBERT McLEAN IRREVOCABLE TRUST MARCH 31 1999 McLEAN v. PONDER. No. SD 31767. Edward F. Luby, of St. Louis, MO, and Kenneth Blumenthal and Lopa Blumenthal of Hazelwood, MO, for appellant. Joseph C. Blanton, Jr., of Sikeston, MO, for respondent. The Robert T. McLean Irrevocable Trust U/A/D March 31, 1999, by Linda McLean, as Trustee […]


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An Irrevocable Trust May Provide Tax Benefits

Watch the video on Like this video? Subscribe to our channel. Irrevocable Trusts – Not as Frightening as You Might Think!: Part 3 Read “Irrevocable Trusts – Not as Frightening as You Might Think!: Part 2” Here For those who avoid irrevocable trusts because they worry about extra taxes, it is true that if you […]


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An Irrevocable Trust vs. a Life Estate: Pro’s and Con’s

Watch the video on Like this video? Subscribe to our channel. Irrevocable Trusts – Not as Frightening as You Might Think!: Part 2 Read “Irrevocable Trusts – Not as Frightening as You Might Think!: Part 1” Here Many couples consider using a life estate to protect their homes rather than transferring property into a trust. […]


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An Irrevocable Trust May Protect Assets from Paying for Long-Term Care

Watch the video on Like this video? Subscribe to our channel. Irrevocable Trusts – Not as Frightening as You Might Think!: Part 1 Many people hear the words “irrevocable trust” and think that the irrevocable nature of the instrument requires inflexibility and rigidity, or that they will lose control over their assets. This is a […]


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Top 7 Differences Between an Irrevocable Trust and Revocable Trust

Watch the video on Like this video? Subscribe to our channel. Irrevocable trusts and revocable trusts differences are critical and key to making an informed decision about the best device available for a family’s situation in estate planning. These two devices are very different in effect and each serves very different purposes. Here are some […]


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John J. FRANCIS v. UNITED JERSEY BANK

87 N.J. 15 (N.J. 1981) 432 A.2d 814 John J. FRANCIS, Hugh P. Francis and J. Raymond Berry, Trustees of Pritchard & Baird Intermediaries Corp., Pritchard & Baird, Inc., P & B Intermediaries Corp., and P & B, Inc., Plaintiffs-Respondents, v. UNITED JERSEY BANK, Administrator of the Estate of Charles H. Pritchard, Lillian P. Overcash, […]


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ROOT JEWELLERS, INC, v. JDR CONTRACTING, INC

233 N.J.Super. 125 (N.J.Super.A.D. 1989) 558 A.2d 59 ROOT JEWELERS, INC., Plaintiff-Respondent, v. JDR CONTRACTING, INC., Defendant, and Donald Bouffard and Joseph Bouffard, jointly, severally, individually or in the alternative, Defendants-Appellants. Superior Court of New Jersey, Appellate Division. May 17, 1989 Submitted March 22, 1989. Klehr, Harrison, Harvey, Branzburg, Ellers & Weir, for defendants-appellants (Carol […]


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Equity Stripping, Equity Vesting, Irrevocable Trusts: Pros/Cons

Read Part 1: Asset Protection and Land Trusts Read Part 2: Tenancy in Comman & Joint Tenancy: Pros & Cons In Article I on protecting the family home we discussed strategies that don’t work on protecting the personal residence: the homestead exemption, tenants by the entirety, tenancy in common, and joint tenancy. In article II […]


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Tenancy in Common & Joint Tenancy: Pros & Cons

Read Part 1: Asset Protection and Land Trusts Read Part 3: Equity Stripping, Equity Vesting, Irrevocable Trusts: Pros & Cons Tenancy in common Don’t use this method as an asset protection device to hold your personal residence. Each spouse has a separate, but, undivided interest in the property. Each owner of property held as Tenants […]


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