Recent Publications - Lauren I. Mechaly


Directed Trusts in the Context of Special Needs Planning
April 24, 2025 | Trusts & Estates

Trustee selection for a beneficiary with special needs presents unique challenges. The decision includes practical considerations: the proposed trustee’s geographic proximity to the beneficiary; familiarity with the needs of the beneficiary; and the time, inclination and ability to properly execute the duties that are unique to a trustee administering a trust for a person with

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Quick Bites: Estate Planning Part 2
March 17, 2025 | Trusts & Estates

Remember, as a general concept, estate planning allows an individual to plan not only for what happens to his or her estate upon death, but also how his or her affairs are handled during life. There are certain documents that each person should have in order to accomplish these objectives. In Back to Basics: Estate

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Quick Bites: Estate Planning
December 12, 2024 | Trusts & Estates

As a general concept, estate planning allows an individual to plan not only for what happens to his or her estate upon death, but also how his or her affairs are handled during life. There are certain documents that each person should have in order to accomplish these objectives.

A Last Will and Testament is

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