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Best Ways to Gift to Children and Grandchildren – from UTMA Accounts to Trusts

4 Apr 2018 / Trust Planning, Uncategorized / by James Yastion, Esq.

Having children changes one’s life, and gives it profound new meaning.  As parents and grandparents, you always want what’s best for your children and grandchildren. You want to instill in them a hope about the future, which comes with a need to give them everything you can. Many aspirations in life come at a cost, […]

Tags: custodian custodial transferor beneficiary, estate planning asset protection, UTMA account trusts children grandchildren education

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Peace of Mind

Have you addressed the necessity of having a proper estate plan in place? Are you confident that the estate plan you currently have takes advantage of all available options for avoiding probate or saving taxes or for ensuring the seamless transfer of your wealth? Are you concerned that your assets may be dissipated in a long-term care facility?

As estate planning attorneys, we ensure that these and many other questions are thoroughly analyzed and addressed.

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Latest News

Looking for the latest information for Estate or Retirement Planning, or changes to laws and regulations that could affect you? See recent posts below:

  • Nuts and Bolts of Trusts, Part 1

  • Getting Comfortable with an Irrevocable Trust

  • Asset Protection with Trusts – Testing the Limits

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Contact Us

845-255-4400

james@jgylaw.com

3 Academy Street
New Paltz, NY 12561

Law Offices of James Yastion
  • Home
  • About the Firm
  • Practice Areas
    • Estate Planning
    • Estate & Trust Administration
    • Elder Law & Special Needs Planning
    • Estate Litigation
  • Resources
  • Forms
  • Contact