Matters of Trust

Insights on the evolving issues and opportunities
related to revocable trusts and estate planning.

Diana Dancea Diana Dancea

Only Funded Trusts Truly Protect

At what point is an attorney’s job done?
In estate planning, that line is blurry. You draft, you sign, you instruct, but if the trust never gets funded, does the client really have protection?

Read More
Diana Dancea Diana Dancea

The “Last Mile” Matters

Here’s something most people in estate planning know but rarely say out loud.
The majority of revocable trusts never actually control the assets they’re meant to protect.

Read More
Diana Dancea Diana Dancea

70% of Trusts Fail.

Over 70% of revocable trusts fail to do what they were created for: protect families and avoid probate.

Read More