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Validity of Conditional Gifts: You Only Get This If…

On behalf of Moses Estate Planning | Nov 5, 2019 | Estate Planning

A conditional gift can be as simple as requiring a beneficiary to reach a certain age before he or she receives a gift from a will or trust.  A conditional gift such as this can be important to ensure a young beneficiary has obtained a proper level of financial...

Domestic Asset Protection Trusts: Connecticut Enters the Playing Field

On behalf of Moses Estate Planning | Nov 4, 2019 | Estate Planning

As domestic self-settled spendthrift trusts (AKA Domestic Asset Protection Trusts, or DAPTs) become more popular as asset protection structures for those with increased assets or exposure to liability generally, more states are hopping on the band wagon and enacting...

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