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Category Archives: Trustee
The Trustee: Part IV…Trustee Responsibilities
The last several posts have described the importance in selecting the appropriate person to be the trustee, the qualities for a good trustee and the power the trustee can be given to oversee the trust. The trustee powers are utilized by the trustee … Continue reading
The Trustee: Part III…Trustee Powers
This is the third in a series of posts on the Trustee. You can read the previous parts of the series here (on picking a trustee) and here (qualities of a good trustee). Once a trustee is selected, a settlor … Continue reading
Posted in Estate Planning, Trustee, Trustee Powers, Trusts
1 Comment
The Trustee – Part II…The Qualities in a Good Trustee
This is the second in a series of posts on Trusts and Trustees. You can read the first post on Picking a Trustee (here). Because the role of a trustee or a successor trustee is extremely important to the success … Continue reading
Posted in Estate Planning, Good Qualities, Trustee, Trusts, Uncategorized
2 Comments
The Trustee…Picking a Trustee…Part 1
As I have stated numerous times, I am not an automatic proponent of creating trusts for people. I will tailor an estate plan for a client depending on the needs of the client. However, many times creating some form of … Continue reading
Posted in Trustee, Trustee Responsibilties, Trusts
4 Comments
Summer 2011 Newsletter
I have not been posting my newsletters here but I thought I would add my latest one and try to make sure I post them in the future. Summer 2011 “The Future Estate” Newsletter Topics include: The Trustee: Part III…The … Continue reading
Posted in Estate of the Month, Estate Planning, Life Estate, Monthly Newsletter, Trustee, Trustee Responsibilties
Tagged Trust, Trustee
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