Category Archives: Trustee Responsibilties

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…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