Tag: Lifetime Legal

Like being the executor of a will for the first time, settling someone’s trust as their trustee will teach you the meaning of “trust administration.” The person named as the last trustee to settle one’s trust after you are gone has the duties of a trustee and the obligations of trust administration. This work can… Continue reading Trust Administration

Difficulties in selecting a successor trustee?   Procrastination is not the only reason some people do not have their estate planning documents completed or revised. Sometimes it is because they do not know who to name as trustee if and when they cannot act for themselves. We have clients, who for different reasons, do not… Continue reading Difficulties selecting a successor trustee?