Trust Administration

How to Protect Yourself from Claims of Self-Dealing When Serving as a Trustee Image
03.08.2022

How to Protect Yourself from Claims of Self-Dealing When Serving as a Trustee

What Is Self-Dealing in Trust Administration? A trustee usu...

What Is HEMS and Why Is It Included in So Many Trusts? Image
11.11.2021

What Is HEMS and Why Is It Included in So Many Trusts?

In the world of estate planning, you may come across the acr...

Successor Trustee Compensation Image
07.20.2021

Successor Trustee Compensation

Asking someone to serve as your fiduciary (trustee of your t...

Can a Beneficiary Also Be a Trustee of a Trust? Image
07.14.2021

Can a Beneficiary Also Be a Trustee of a Trust?

Clients often naturally choose their children to be benefici...

Why Is My Trust So Long? Image
06.22.2021

Why Is My Trust So Long?

When you met with an attorney a few weeks ago, perhaps all y...

Can a Disabled Individual Be an Executor or a Trustee? Image
06.15.2021

Can a Disabled Individual Be an Executor or a Trustee?

An important element of creating an estate plan is choosing ...