Tag Archives: Trust

Distribution of Assets of a Trust not allowed by Florida Divorce Court

Equitable distribution in Florida during a divorce can be a frightening prospect.  What are the rules regarding distribution of assets of a trust in a divorce?  Does the divorce court have the authority to distribute trust assets? The appellate courts … Continue reading

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Trustee of Special Needs Trust must be cautious in making reimbursements

A person who is receiving Supplemental Security Income (SSI) from the Social Security Administration must report changes in his income or resources (assets) to SSI, because this can affect his eligibility or the amount of benefits. If countable resources exceed … Continue reading

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369. “Trust us”

Californias Proposition 5, which would do all sorts of strange things to the states Penal Code, changing the way Californians actually live, has predictably been overshadowed by Prop 8, which has only symbolic importance for its most ardent, passionate and … Continue reading

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IRS Provides Some Relief for Post-Divorce Grantor Trust Rule Issues

During happy days, one spouse (call him or her the “Donor Spouse”) sets up an irrevocable trust for the benefit of the other spouse (call him or her the “Donee Spouse”). Under Code §672(e)(1)(A), a grantor of a trust is … Continue reading

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A Profile in Asbestos Trust Fraud – Sander L. Esserman, Stutzman, Bromberg, Esserman & Plifka

OPINION April 13, 2018 Below is a Notice provided to Fiduciaries of the Bestwall LLC Trust regarding Sander L. Esserman, attorney at  Stutzman, Bromberg, Esserman & Plifka. Simply put, Sander L. Esserman colludes with ‘select’ Plaintiff Counsel (Steven Kazan, Alan … Continue reading

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