Estate planning

April 30, 2012 — This week on For Your Benefit estate planning specialist Marc Levine joins hosts Bob Leins and John Elliott to discuss estate planning for families with minor children and/or grandchildren.

Levine focuses on the documents that should be prepared for your family’s well-being and how to establish trusts for their financial needs if you are unable to administer the affairs.

Topics include:

  • creating a thoughtful and flexible trust;
  • who the guardian should be, who the trustee should be, and should they ever be the same person;
  • insuring the proper funding of trusts through the titling of assets and the proper use of beneficiary designations;
  • provisions for children in powers of attorney;
  • providing provisions for stand by guardians or temporary POA for children.

Levine is a principal of Handler-Levine. He can be reached at or by phone at 301-961-6464, ext. 3313.


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