BACK TO BASICS

By Tim Barkley. December 2019. Billy and Joan had lived across town. He was her only child, and as she grew older, helped with her care. Joan, a widow, had just been admitted to a nursing home with dementia. Immediately after her admission to the home, Billy suddenly...

MOM’S TRUSTEE

By Tim Barkley. June 2019. The lawyer greeted Susan as she entered the office.  She waved a large maroon notebook.  “I think we might have found the trust.  Is that what this is?  It’s about a million pages long.  We were going through some boxes in the basement...

LOST TRUST

By Tim Barkley. May 2019. Susan sounded uncharacteristically jubilant on the phone: “Big news! Mary was picked up for a DUI and has disappeared! I don’t think she’ll be causing any more trouble.” “That’s a relief,” replied the lawyer. “We’ll...

YOU GOTTA BE KIDDING!

By Timothy S. Barkley, Sr. October 2015. “You gotta be kidding!” Her voice was excited as she looked down at the test results. “We’re pregnant! After trying and trying … we’re finally pregnant!” He smiled and grasped her hand, squeezed softly. Their eyes met and both...

FEEDING YOUR TRUST

By Tim Barkley. March 2013. Now that you’ve set up your living trust, you need to feed it to make it grow. In legal parlance, you need to “fund” your trust. The benefits of a living trust – probate avoidance, privacy, efficiency, estate tax avoidance – may be...