Susan S. Oldham

Phone: 301-214-4000 Fax: 301-214-4001
URL: http://www.estateplandesign.com

Susan S. Oldham One Democracy Plaza 6701 Democracy Boulevard, Suite 300 Bethesda, MD Montgomery Co. 20817 (Montgomery Co.)View Map

Estate Planning

Resulting Trusts
Trusts are sometimes classified by the intent, if any, of the settlor to create a trust. This article discusses the kind of trust for which the settlor's intent is implied: the resulting trust. More...
Trust Elements - Trust Property - II
A trust has five main elements. First, a settlor transfers some or all of his or her property. Second, the property transferred by the settlor is designated trust property. Third, the trust property designated by the settlor is transferred with the settlor's intent that it be managed by another. Fourth, the trust property designated by the settlor is transferred for management by a trustee. Fifth, the trust property designated by the settlor is managed by a trustee for the benefit of a beneficiary. More...
Executors -- Settling the Assets
As executor, your first step in settling the decedent's estate is to find all of the decedent's assets. You must then figure out which assets belonged solely to the decedent so that you can protect them until they can be distributed either according to the decedent's will or state intestacy laws. Finding such assets can be a challenge. More...
Inheritance Without Planning Means No Provisions Beyond the Default Plan
When a person dies intestate (without making and leaving a will), each state provides a default plan (usually known as the statute of descent and distribution) under with his or her net estate is disposed. When a person dies intestate, there is no adding of provisions beyond the default plan. The default plan is only the default plan and nothing more. This article discusses the disadvantages of descent and distribution related to the inability to add provisions beyond the default plan. More...
Disposing Dead Bodies
The dead bodies of human beings are not property. The dead bodies of human beings are not disposed of by a state's statute of descent and distribution. If a person does not leave directions in a will or other document for the disposition of his or her dead body, his or her dead body is usually disposed of as provided by local custom. More...

Areas Of Practice

  • Beneficiary Controlled Trusts
  • Estate Administration
  • Estate Planning
  • Gifting Trusts
  • Inheritor Trusts
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