Living Trust Flimflam gets PA Lawyer Disbarred

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The Pennsylvania Supreme Court has disbarred a lawyer for his conduct in selling living trusts to senior citizens. The term “living trust” is a marketing name given to a revocable trust you create during lifetime often with a purpose of avoiding probate at your death. I’ve written before about living trusts, their proper uses, and […]

Truths on Revocable Living Trusts

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Truths on Revocable Living Trusts By Attorney Nicholas D. Lutz, Marshall, Parker & Weber For the second time in just a few weeks, I’ve been spending time doing battle with a Revocable Living Trust agreement, trying to provide a good outcome for my client. Although these agreements can serve important purposes, they are overused and […]

Legal Tools for Medical & Financial Decision Making

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Financial Management Tools THE FINANCIAL POWER OF ATTORNEY.  The Financial Power of Attorney is an invaluable tool for incapacitated persons and their caregivers. Using a Financial Power of Attorney, a person (the “principal”) delegates decision making authority to a trusted family member or other agent. A Financial Power of Attorney allows your financial affairs to […]