Monthly Archives: September 2012

The Benefits of “Crummey Trusts”

Author: William P. Dale

Despite the potentially misleading name, Crummey Trusts can be a very effective tool in estate planning.  See Crummey v. Commissioner, 397 F.2d 82 (9th Cir. 1968).  The special importance of this type of (irrevocable) trust is that it makes feasible a form of gift-giving which allows the donor, (a parent, grandparent, or otherwise) to make gifts in trust, either to minors or adults, for whatever purposes the donor may have in mind, and still take advantage of the annual exclusions available for outright gifts (currently $13,000). Continue reading


Special Needs Trust

Author: William P. Dale

With the advances in medicine during the second half of the 20th Century, more and more families are dealing with the situation in which a mentally disadvantaged child has been able to grow into adulthood and can expect to live a normal life span. Since many disabled citizens are now living a significantly greater number of years, families are faced with a growing number of questions as to their care and maintenance. Continue reading

Steps to Take After a Loved One Dies

Author: William P. Dale

We, as lawyers, are often asked what steps survivors must take soon after the death of a family member or other person for whom they are responsible. Many of the decisions made in the first hours and days following a person’s death are personal. Sometimes, unfortunately, decisions must be made amid confusion and extreme grief. Some of the confusion can be avoided, if one takes steps in advance of death, to let his/her wishes be known. Continue reading

McChesney & Dale Hires Two New Associates

Johanna Montero joined McChesney & Dale as an associate in May 2012. Johanna obtained her J.D. from Penn State Law and is a member of the Pennsylvania and D.C. Bars. Following law school, Johanna earned an LL.M. in Employment and Labor Law from American University.

Denise Martin joined McChesney & Dale as a George Washington Law research fellow in August 2012. Denise obtained her J.D. from George Washington Law in 2012 and is currently awaiting admission to the Maryland Bar.