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
“How do I put property into a trust?” is a question I often get after someone forms a living revocable trust. This is an important question. Putting property into a trust is also known as funding the trust. Funding a trust is the engine that runs a
Trust and estate planning is an area where it is imperative to consider all the angles. If you do not take into account every contingency there could be problems. Often people make assumptions that don’t work out. A gentleman just left my office here at LegaLees with
Estate planning needs are one of the first things I address with a client. It is important to get the right estate plan in place without going overboard. Every estate plan needs a will; most need a trust. A durable power of attorney and living will are
