Category Archives: Trustee

Trustee Part VI…Having Co-Trustees Might Not be a Great Idea

For the last several posts on the Trustee, I have been teasing out why it might not be advisable to appoint or name co-Trustees to your trust, and more importantly, successor co-Trustees once you have passed away. The last several … Continue reading

Posted in Estate Litigation, Estate Planning, Revocable Living Trusts, Trustee, Trusts | 7 Comments

The Trustee: Part V…More 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, the powers the trustee can be given to oversee the trust and some of the trustee’s responsibilities. Here are the additional trustee responsibilities. … Continue reading

Posted in Estate Planning, Revocable Living Trusts, Trustee, Trustee Responsibilties, Trusts | 1 Comment

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

Posted in Estate Planning, Revocable Living Trusts, Trustee, Trustee Responsibilties, Trusts | 2 Comments

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 | 3 Comments

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 | 4 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 | 6 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 , | Leave a comment