Who Has Priority to Be Mom’s Guardian or Conservator?

By John Even | Published August 30, 2019 | Posted in Estate Planning | Comments Off on Who Has Priority to Be Mom’s Guardian or Conservator?

Who Has Priority to Be Mom’s Guardian or Conservator? Sometimes I get asked this question when a client’s mom or dad has dementia or Alzheimer’s. This blog first discusses when a guardian or conservator is necessary. It then describes who has priority to be Mom’s guardian or conservator. Finally, it recommends ways that you and Read More

Should My Trust Own My LLC?

By John Even | Published June 28, 2019 | Posted in Uncategorized | Comments Off on Should My Trust Own My LLC?

Should My Trust Own My LLC? Many of my clients who are setting up trusts also own one or more LLC’s. As a result, in the process of setting up their trust, they ask if their LLC should be titled in the name of their trust. This blog discusses when the client should title their Read More

Do I Need an A/B Trust?

By John Even | Published May 31, 2019 | Posted in Estate Planning | Comments Off on Do I Need an A/B Trust?

Do I Need an A/B Trust? Clients ask me this question all the time. This blog discusses what an A/B Trust is and when it is appropriate for married couples to consider one. What is an A/B Trust? An A/B Trust is a trust for married couples that divides into two trusts (typically called a Read More

Top 7 Things To Know After You Sign Your Trust

By John Even | Published May 1, 2019 | Posted in Estate Planning | Comments Off on Top 7 Things To Know After You Sign Your Trust

Top 7 Things To Know After You Sign Your Trust So you have just signed your revocable living trust, and you are wondering what do I do next? This blog lists the top 7 things that I tell clients after they have signed their trust. I hope you enjoy it! You have some homework – Read More

Which Distribution Plan is Best for Your Trust?

By John Even | Published December 28, 2018 | Posted in Estate Planning | Comments Off on Which Distribution Plan is Best for Your Trust?

Which Distribution Plan is Best for Your Trust? So you’ve decided that a trust is the best estate planning vehicle for you due to its many benefits, one of which is flexibility with regard to your distribution provisions, and now you are trying to decide on which distribution plan is best for you and your Read More

Do You Trust Your Trust?

By John Even | Published April 18, 2018 | Posted in Probate and Trust Administration | Leave a comment

Another way of saying this is: How often do you need to have your revocable living trust reviewed after you set it up? Alternatively, what are some triggering events that might cause you to have your trust reviewed? In general, the answer varies depending on the complexity of your estate and other factors in your Read More

Does My Business Go Through Probate if I Die?

By John Even | Published April 5, 2018 | Posted in Business Law | Leave a comment

For many of my clients who own businesses, their business is the largest asset in their estate. As a result, it is critical that this asset is properly transferred after their death. Several clients have asked me if their business or their interest in a business passes through probate if they die. The short answer Read More

How Does the New Tax Act Affect My Trust?

By John Even | Published February 28, 2018 | Posted in Estate Planning | Leave a comment

By now, everyone has heard about the New Tax Act and how it will impact your family’s income taxes in 2018. However, the New Tax Act also made significant changes to the federal estate tax laws. Most importantly, the so-called single exclusion amount (which I usually refer to as the estate tax exemption amount) increased Read More

How Do I Administer a Trust?

By John Even | Published January 30, 2018 | Posted in Probate and Trust Administration | Leave a comment

So, you just found out that you are the trustee of your relative’s trust. What do you do? This blog gives an overview of the steps that a trustee needs to take to administer a trust after the settlor (i.e., creator of the trust) passes away. In general, a trust administration is the orderly administration Read More

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Testimonials

"Once I made my initial call to Mr. Even‘s office I never looked back – great decision! His staff is courteous, caring and efficient. Mr. Even is professional, highly knowledgeable, good listener and adviser. I highly recommend Mr. Even. It is a privilege to have him on my team!" -Trusts & Estates May 14, 2018
"John is an excellent wordsmith, and did a great job of putting my thoughts, ideas, and issues into a clear legal document. I have known and worked with him for 25 years on business issues, including business purchases, of two companies and then selling them for retirement. He is also a delightful person to work with and has an excellent group of to-workers." -Estate Planning May 3, 2018
"He was willing to spend time explaining things." -Estate Planning February 24, 2018
"We were referred to John by a neighbor and, frankly, couldn’t be happier with the responsiveness and quality of service. The estate planning services we’ve received in the past pale in comparison. Very, very pleased with the process and breadth of estate planning John provided." -Trust & Estates October 10, 2017

Reviews and Ratings

5.0/5.0

Trust is the foundation of any relationship, and John has earned my trust ! John's a true professional, and has provided excellent guidance to our family.

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Mr. Even and his staff were wonderful to work with. Even though I was able to carry out much of the trust work, there were many areas too complicated for me alone. And at the times I needed guidance to carry out my responsibilities, John and his sta...

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I would recommend John to all of my family and friends for Estate Planning !!

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My father and I had our Trust, Wills, POA's revised by John Even. He provided much more in depth and quality documents than either of us had previously prepared by others. He tailored to our specific needs, and explained each of the documents, so we ...

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We needed to update our wills and we have some unique issues that were hanging over our heads as to how to handle them. John developed a great solution that gives us great comfort. We were very pleased.

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