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When establishing a trust, individuals often prioritize specifying how their assets will be managed and distributed. A crucial aspect of this process involves designating a trustee—an individual or entity responsible […]
When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable living trust—that is, a trust that you […]
Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in handling trust matters but also […]
A trustee has a duty under the law to communicate with beneficiaries and keep them reasonably informed as to the progress of the trust administration. Depending on your state’s law, […]
Learn everything you need to know about – What is a Trustee Acting as a Successor Trustee During Life At Death Fiduciary Duties *Lunch will be provided
What Is Self-Dealing in Trust Administration? A trustee usually has quite a bit of discretion in their management of a trust’s accounts, money, and property (known as assets). At the […]
Clients often naturally choose their children to be beneficiaries of their revocable living trusts. Many clients also wish to name one or more of their children as the trustee of […]
Asking someone to serve as your fiduciary (trustee of your trust or personal representative or executor under your last will and testament) is not something that you should take lightly. […]
If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the conversation. When it comes to estate planning, […]
When you create a living trust, you usually need to choose who to name as your successor trustee. It is crucial that this decision is not taken lightly and that […]