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Trusts Alone Don’t Avoid Probate

Many people believe that creating a trust automatically keeps their estate out of probate. Unfortunately, that’s only part of the story.

Aug 27, 2025

by Family Estate Planning Law Group

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How to Choose the Right Trust for Your Loved One: Differentiating Between First and Third-Party Special Needs Trusts

When you have a beneficiary who is receiving government benefits, including benefits that pay for medical care such as Medicaid, reimbursement for expenses through SSI, or benefits for housing such as section 8, whether they are eligible for these benefits will depend both on their disability and on the assets they own.

Oct 27, 2023

Family Estate Planning Law Group

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Advisors Education Series

Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.

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Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. With personalized guidance and lifelong support, we make sure your estate plan evolves with you to reflect your values, protect your assets, and care for the people you love.

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