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When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with trusts. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Gain the information you need with this comprehensive overview of the wide variety of trusts available. Order today!
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MATTHEW J. LEONARD is of counsel at the Providence law firm of Salter McGowan Sylvia & Leonard, Inc., where he practices in the areas of estate planning and asset protection planning, Medicaid planning, elder law, real estate, probate administration, and related litigation. He is a member of the Rhode Island and Massachusetts bar associations, and The Florida Bar. Mr. Leonard has been a frequent lecturer on topics related to his practice, including "Drafting Effective Wills and Trusts," "Resolving Estate Will and Trust Contests," "Protecting Assets While Qualifying for Medicaid," "Elder Law Home Care and Caregiver Agreements," "Medicaid Planning," and "Special Needs Trusts: Planning for Persons with a Disability." Mr. Leonard is a member of the National Academy of Elder Law Attorneys and a former member of the Town of Smithfield Planning Board. He is a past president of the Providence College Alumni Association and a recipient of Providence College's Mal Brown Award. Mr. Leonard is a recipient of the Men Who Make A Difference Award from the Women's Resource Center of Rhode Island. He is a principal owner of Murphy & Fay Title and Escrow, LLC. Mr. Leonard earned his B.S. degree from Providence College and his J.D. degree from Roger Williams University Ralph R. Pappito School of Law.
MEGHAN E. McCULLOCHis an attorney with Elville and Associates P.C., where she handles claims for Social Security disability benefits, Supplemental Security Income (SSI), childhood SSI benefits, and disabled widow(er) benefits at every level of appeal. She has a wealth of experience in addressing the unique needs of individuals and families as they navigate through the disability process. Ms. McCulloch is admitted to practice in Maryland and before the Maryland Court of Appeals and the United States District Court, District of Maryland. She is a member of the National Academy of Elder Law Attorneys, National Organization of Social Security Claimant Representatives, Maryland State Bar Association, American Bar Association, and Maryland Association for Justice (Disability Sectionâ€”Executive Board Member). Ms. McCulloch earned her B.A. degree from Temple University and J.D. degree from the University of Baltimore School of Law.
SEAN L. ROBERTSON is an experienced wealth management, corporate, and real estate attorney at Robertson Legal Group, LLC, with more than 14 years of experience. Mr. Robertson's legal experience has been varied and has involved issues surrounding divorce, post-divorce, child custody, estate planning, business law, probate and guardianship, and business litigation. During the Great Recession, he litigated issues surrounding people's wealth and business interests ranging from loan disputes, creditor and debtor contracts, and post-judgment law. This background is relevant to estate planning and real estate because asset protection is useful when one understands what happens in a courtroom. This unique experience adds to Mr. Robertson's estate planning, real estate, and corporate law background. Now, he focuses exclusively on issues involving estate planning, wealth management and asset protection, entrepreneurial and corporate, and real estate law. Mr. Robertson received his B.A. degree from the University of Illinois, Urbana-Champaign, and his J.D. degree from DePaul University College of Law.