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    • Gail “Kaila” Kawakami
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Posts Categorized: Estate Administration

Before the Shooting Starts – Keeping Peace in the Family

Unfortunate battle over the estate of a man of peace, Martin Luther King Jr.

July 6, 2015 Estate Administration, Estate Litigation, Estate Planning

Lessons from Canada on Dodging Will Disputes

Some sobering thoughts from the Great White North.

July 14, 2014 Estate Administration, Estate Litigation, Estate Planning

Shutting Down a Trust

Trusts are powerful tools that can give rise to important benefits. But not everybody needs one.

October 4, 2013 Asset Preservation, Estate Administration, Estate Planning, Estate Taxes, Trusts & Estates

Easy come . . . easy go. Would my beneficiaries behave differently?

A sudden windfall can be a blessing or a curse. It pays to structure inheritances carefully so that the people we intend to bless will be blessed indeed.

March 23, 2011 Asset Preservation, Estate Administration, Estate Planning, Trustees, Trusts & Estates

Do you recommend life estates or irrevocable trusts for Medicaid planning purposes?

Here is another of the “ask the expert” questions featured at www.eldercarematters.com.

February 21, 2011 Asset Preservation, Current Affairs, Estate Administration, Estate Planning, Financial Planning, Medicaid Planning, Special Needs Planning, Supplemental Needs Planning, Trusts & Estates

Portability: a Good Idea but Will it Last?

Estate tax exclusion “portability” is a nice idea, but dangerous if you don’t understand its implications.

December 30, 2010 Asset Preservation, Current Affairs, Estate Administration, Estate Planning, Estate Taxes, Financial Planning, Trustees, Trusts & Estates

The Latest Temporary Estate Tax Rules

Now we know what the gift, estate, and generation-skipping transfer tax rules will be–for the next two years, as Congress passes the “tax relief” bill that we have been hearing so much about. There may be good reason to breathe a sigh of relief, but not to put off estate planning.

December 17, 2010 Asset Preservation, Current Affairs, Estate Administration, Estate Planning, Estate Taxes, Financial Planning, Trusts & Estates

Do you really want to be a Trustee?

Being named as a Trustee is a great honor. It is an even greater responsibility. There are some things you should think about before you accept the role.

October 19, 2010 Asset Preservation, Current Affairs, Estate Administration, Estate Litigation, Estate Planning, Trustees, Trusts & Estates

There is More to it than “Who Gets My Stuff?”

Most people think estate planning is all about avoiding probate and taxes so they can maximize what they leave their loved ones. There is a far more important reason to “put your house in order.”

October 13, 2010 Asset Preservation, Estate Administration, Estate Planning, Estate Taxes, Trustees, Trusts & Estates

Estate planning lets your will rule after you’re gone | News for Dallas, Texas | Dallas Morning News | Dallas Business News

There are some basic mistakes you really don’t want to make when it comes to estate planning. This article highlights some of the biggest boo boos.

October 4, 2010 Asset Preservation, Current Affairs, Estate Administration, Estate Planning, Estate Taxes, Trustees, Trusts & Estates


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