What are the duties of a successor trustee or personal representative and when do they kick in? I had an interesting conversation with a woman the other day. She had just finished her trust and had named her daughter as her personal representative. Her daughter came to
How to choose an executor or trustee requires some thought and analysis. An executor is the person or company that handles your estate after you die. Whether your estate is held in a trust or is passed by your will, you need an executor or trustee to
How to fund a trust (or better yet: how NOT to fund a trust) is an important topic. I recently received the following from one of my students regarding the disbursement of assets from her father’s accounts after his death, now eight years ago and counting: I
What are trustee duties and responsibilities? A trustee is the person who safeguards and manages the trust property for the benefit of the beneficiaries. These duties can involve signing a stock vote, filing a tax return, or investing money, among other things. It is important to fulfill
