Category Archives: Trustee Responsibilties

The Trustee: Part IV…Trustee Responsibilities

Posted on May 2, 2012 by

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 →

Posted in Estate Planning, Revocable Living Trusts, Trustee, Trustee Responsibilties, Trusts | Leave a comment

The Trustee…Picking a Trustee…Part 1

Posted on March 19, 2012 by

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

Posted on August 9, 2011 by

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 , | Leave a comment