• Skip to primary navigation
  • Skip to main content

Duffy Law Office, PLLC

Helping Families Preserve Their Wealth

  • Home
  • Our Firm
    • About Our Firm
    • About The American Academy
    • Advantages of Working With Our Firm
    • Attorney and Staff Profiles
    • Speaker Connection
  • Services
    • Asset Protection & Business Planning
    • Elder Law & Medicaid Services
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Family-Owned Businesses & Farms
    • Financial Planning Assistance
    • Incapacity Planning
    • IRA & Retirement Planning
    • LGBTQ Estate Planning
    • SECURE Act
    • Special Needs Planning
    • Trust Administration & Probate
  • Seminars
  • Reports
    • Advanced Estate Planning
    • Basic Estate Planning
    • Estate Planning For Niches
    • Trust Administration
  • Resources
    • Client Resources
    • Consumer Resources
    • Published Books
  • BLOG
  • Contact Us
  • (563) 445-7400
  • Attend a Free Seminar
  • Show Search
Hide Search

Trustees

Family Member Trustees

Dennis D. Duffy · Jul 23, 2012 ·

Selecting a Trustee is just as important as every other decision that you make when creating a Trust. If you are creating a Trust for the benefit of one of your family members, it is often a good idea …

[Read more...] about Family Member Trustees

Investing Trust Assets Prudently

Dennis D. Duffy · May 4, 2012 ·

Placing your assets in a Revocable Living Trust is a great way to protect and preserve them for your loved ones after you pass away. However, you need to make sure that you take the appropriate steps …

[Read more...] about Investing Trust Assets Prudently

Your Estate Plan: Who’s in Charge, When (Part 2 of 2)

Dennis D. Duffy · Feb 21, 2012 ·

A comprehensive estate plan includes a lot of documents and many trusted helpers so its important for both you and your helpers to understand whos in charge, when. Heres a brief outline, but if you …

[Read more...] about Your Estate Plan: Who’s in Charge, When (Part 2 of 2)

Your Estate Plan: Who’s in Charge, When (Part 1 of 2)

Dennis D. Duffy · Feb 13, 2012 ·

A comprehensive estate plan includes a lot of documents and many trusted helpers; so, its important for both you and your helpers to understand whos in charge, when. Heres a brief outline, but if you …

[Read more...] about Your Estate Plan: Who’s in Charge, When (Part 1 of 2)

Should I Choose a Family Member Trustee?

Dennis D. Duffy · Nov 28, 2011 ·

Many clients do pick a family member trustee; however, other times professional trustee such as a corporate fiduciary or a CPA is chosen. It depends on the type of trust, the assets involved, legal …

[Read more...] about Should I Choose a Family Member Trustee?

Where we are

1840 E 54th St
Davenport, IA 52807
United States (US)
Phone: (563) 445-7400

Opening hours

Monday8:30 AM - 4:30 PM
Tuesday8:30 AM - 4:30 PM
Wednesday8:30 AM - 4:30 PM
Thursday8:30 AM - 4:30 PM

Map

duffy_hmpg_map.png

© 2021 · American Academy of Estate Planning Attorneys, Inc. | Disclaimer | Privacy Policy | Sitemap | Contact Us