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Sinclair Prosser Gasior

Annapolis Estate Planning Attorneys

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Home / Archives for Trustee

The Importance of Choosing the Right People to Act on Your Behalf (Audio)

January 22, 2015 by Sinclair Prosser Gasior

  "The Importance of Choosing the Right People to Act on Your Behalf" by Attorney Nicole Livingston … [Read more...] about The Importance of Choosing the Right People to Act on Your Behalf (Audio)

Filed Under: Healthcare Power of Attorney, Trustee Tagged With: Executor, Financial Power of Attorney

Free Estate Planning Seminars Next Week! Register now!

January 7, 2015 by Sinclair Prosser Gasior

  The estate planning seminars establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, … [Read more...] about Free Estate Planning Seminars Next Week! Register now!

Filed Under: Advanced Estate Planning, Beneficiary Designations, Deed, Deed recording, Deeds, Divorce Protection, Elder Law, Estate Administration, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Living Trusts, Long term care insurance, Long Term Care Planning, Nursing Home Expenses, Planning for Minor Children, Pour-Over Will, Probate, Probate avoidance, Spouse, Tax exemption, Trustee, Trusts, Wills Tagged With: American Academy of Estate Planning Attorneys, Asset Protection, Blended Families, Division of Assets, elder law, estate administration, estate planning, Estate Taxes, Free Estate Planning Seminars, Funding, Guardianship, Incapacity Planning, Inheritance Planning, Legacy Planning, Living Wills, Maryland, Medicaid, Medical Directive, Powers of Attorney, Privacy, Register of Wills

Are You the Trustee of a Special Needs Trust?

December 12, 2014 by Sinclair Prosser Gasior

  Are you the trustee of a Special Needs Trust? Do you have a child with a disability that will receive government benefits? Disability planning is an often overlooked aspect of estate planning that requires unique considerations and a deeper understanding from all of the parties involved. If you answered yes to either of the previous questions, you will need to be aware of what Special Needs … [Read more...] about Are You the Trustee of a Special Needs Trust?

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Special Needs Trust, Trustee, Trusts Tagged With: Asset Protection, http://wpdiary.net/sinclairprosserlaw/services/planning-for-those-with-special-needs/, Medicaid, Social Security Income, Special Needs Planning

Administering Special Needs Trusts (Audio)

December 9, 2014 by Sinclair Prosser Gasior

   "Administering Special Needs Trusts" by Attorney J. J. Gasior … [Read more...] about Administering Special Needs Trusts (Audio)

Filed Under: Estate Planning, Healthcare Directives, Special Needs Trust, Trustee, Trusts Tagged With: Asset Protection, http://wpdiary.net/sinclairprosserlaw/services/planning-for-those-with-special-needs/, Incapacity Planning, Medicaid, Social Security Income, Special Needs Planning

Sinclair Prosser Gasior is pleased to present a FREE Continuing Educational Seminar!

November 10, 2014 by Sinclair Prosser Gasior

 A Free Continuing Education event for Financial Professionals Presented by Sinclair Prosser Gasior  Sponsored by the American Academy of Estate Planning Attorneys  “The Maryland Trust Act”  December 3, 2014, 9:00 - 11:30 a.m. Registration and Breakfast 9 - 9:15 a.m. Crofton Country Club, 1691 Crofton Parkway, Crofton, MD 21114 The number of subjects encompassed under the topic of estate … [Read more...] about Sinclair Prosser Gasior is pleased to present a FREE Continuing Educational Seminar!

Filed Under: Trustee, Trusts Tagged With: American Academy of Estate Planning Attorneys, Law Changes, Maryland Trust Act, Revocable Trusts

Who Should Be the Executor of Your Will?

October 2, 2014 by Sinclair Prosser Gasior

  It is important to take the time to decide who should be the executor of your estate upon your death, and your power of attorney if you become incapacitated.  Once you make these decisions, determine who should be the back-up in case your first choice is not available.  Usually, you can think of one person you trust and more likely than not you have even thought about who that person should be … [Read more...] about Who Should Be the Executor of Your Will?

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Healthcare Power of Attorney, Living Trusts, Trustee, Trusts, Wills Tagged With: Executor, Financial Power of Attorney, Health Care Power of Attorney, Incapacity Planning, Living Wills, Power of Attorney, Powers of Attorney, Property Power of Attorney, Successor Exectutor, Successor power of attorney, Successor Trustee, trustee, wills

“Ten Essential Estate Planning Facts” – Audio

May 15, 2014 by Sinclair Prosser Gasior

  "Ten Essential Estate Planning Facts" by Attorney Nicole Livingston … [Read more...] about “Ten Essential Estate Planning Facts” – Audio

Filed Under: Beneficiary Designations, Charitible, Divorce Protection, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Living Trusts, Pet planning, Planning for Minor Children, Probate, Probate avoidance, Special Needs Trust, Taxes, Trustee, Trusts, Wills Tagged With: American Academy of Estate Planning Attorneys, American Academy of Estate Planning Attorneys http/www.aaepa.com, Asset Protection, Blended Families, Charitable Giving, College Planning, Comprehensive Estate Plan, Digital Assets, Estate Plan, estate planning, Estate Planning Attorney, Estate Planning Checklist, Estate Planning Documents, Estate Planning Goals, Estate Taxes, Funding, Gifting, Incapacity Planning, Inheritance Planning, Inheritance Tax, Law Changes, Legacy Planning, Medical Directive, Privacy, Revocable Living Trust, Singles, Special Needs Planning, WNAV Radio http://www.wnav.com

Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio

April 14, 2014 by Sinclair Prosser Gasior

 Make sure to tune in to WNAV Radio on 1430 AM or 99.9 FM on Tuesday mornings at 8:50 a.m.  for YOUR ESTATE MATTERS! The attorneys of Sinclair Prosser Gasior relate cutting edge estate planning information to keep you up to date.  The topic tomorrow is "Helping Your Parents Through the Twilight Years" by Attorney Nicole Livingston. … [Read more...] about Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio

Filed Under: Elder Law, Estate Planning, Living Trusts, Long Term Care Planning, Trustee Tagged With: American Academy of Estate Planning Attorneys, Asset Protection, Incapacity Planning, Inheritance Planning, Legacy Planning, Revocable Living Trust

Trustee, Executor, Power of Attorney: Who You Choose Can Make a Difference

April 11, 2014 by Sinclair Prosser Gasior

When you create an estate plan, you choose people to make decisions for you, such as agents, guardians, executors, or trustees. Often, people do not give much thought to those decisions, just naming their oldest child or whoever pops into their mind. The choices for these roles are perhaps the most important decisions to make. Good choices can help to ensure your wishes are carried out while bad … [Read more...] about Trustee, Executor, Power of Attorney: Who You Choose Can Make a Difference

Filed Under: Estate Administration, Estate Planning, Healthcare Directives, Healthcare Power of Attorney, Living Trusts, Long Term Care Planning, Personal Representative, Planning for Minor Children, Trustee Tagged With: Executor, Financial Power of Attorney, Guardianship, Health Care Power of Attorney, Incapacity Planning, Living Trust, Living Wills, Medical Directive, Medical Power of Attorney, personal representative, Powers of Attorney, Register of Wills, Testamentary Trust, trustee

Why Should I Have My Estate Plan Reviewed Every Five Years?

February 27, 2014 by Sinclair Prosser Gasior

  Many of the clients I meet with already have a will, trust, and power of attorney. Some have had their plans in place since the 90's or earlier, while others set up their plan only five or ten years ago.  Clients often come back to review their estate planning documents, and are encouraged to do so.  I like to review an estate plan every five years.  Often times, family circumstances have … [Read more...] about Why Should I Have My Estate Plan Reviewed Every Five Years?

Filed Under: Beneficiary Designations, Estate Administration, Estate Plan Review, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Individual Retirement Accounts (IRAs), Living Trusts, Planning for Minor Children, Trustee, Wills Tagged With: Asset Protection, Blended Families, Estate Taxes, Financial Power of Attorney, Funding, Incapacity Planning, Inheritance Planning, Law Changes, Living Wills, Powers of Attorney, Revocable Living Trust, Singles, Special Needs Planning

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5 Stars

We initiated estate planning following a presentation by Sinclair Prosser Attorney Jon Gasior. We were so impressed, we contracted with them to complete our estate planning. Subsequently, we assembled information on our assets and Sinclair Prosser Gasior did the rest. Correspondence was communicated to our financial institutions and the estate was established. We were very pleased with the courteous manner of the Sinclair Prosser Gasior staff. However, it was their professionalism that made us satisfied we chose this firm to handle our estate. We have nothing but praise for Sinclair Prosser Gasior .

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Phone: (410) 573-4818
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