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Fleming and Curti, PLC
Elder Law Attorney Tucson AZ
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Tag Archives: trust restatement

Exercise of a Power of Appointment Should Follow the Document

Newsletter, Tucson Elder LawBy Robert FlemingJune 28, 2015

JUNE 29, 2015 VOLUME 22 NUMBER 24 Clients are often unfamiliar with the concept of a “power of appointment.” If they don’t know what it is, they can be excused for not knowing whether they have one, or how to use it. Suppose Thomas leaves $10,000 to charities in his trust, but gives his brother Richard…

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