How to Dispose of “Stuff” Article Written by: Stephen C. Hartnett, J.D., LL.M. (AAEPA) Even wealthy clients are often most concerned about the possessions which they have around them. They may have financial accounts with lots of zeros, yet they are most concerned about the things which they …
Trust Administration
Being a Trustee: What Are the Responsibilities?
Being a Trustee: What Are the Responsibilities? - What duties and responsibilities come with the honor of being named a trustee? Let's start from the beginning. What is a Trust? It's different from a will, but often has much the same purpose: It provides instructions for handling someone's final …
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SHOULD I HIRE A TRUST ADMINISTRATION LAWYER IF I’M THE TRUSTEE?
SHOULD I HIRE A TRUST ADMINISTRATION LAWYER IF I’M THE TRUSTEE? - One of the most popular additions to a comprehensive estate plan is a trust. Though once used primarily by wealthy families as a way to shelter, control, and pass down their wealth, trusts are now commonly found in the estate plan of …
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The Secret Power of Trusts
The Secret Power of Trusts - You're ready to face the task of documenting how you will pass along your assets to your family and friends. But you're stuck: Should you use a trust or a will? Here are four considerations. Trusts avoid probate; wills don't. Probate is the legal process estates …
Re-engineering the Irrevocable Trust
Re-engineering the Irrevocable Trust - Irrevocable, the word means not amended, modified or revoked after formed. So you get the point of an irrevocable trust. But there is actually some flexibility. Here are some examples: To comply with changes in federal law or other laws. This is typical in …
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