If you are named as Trustee of a ‘do-it-yourself’ (“DIY”) Trust, you need to be on the alert for errors or omissions often found in such Trusts. This is especially true if the deceased failed to seek good legal advice before completing the form s/he may have obtained from an office supply store or some […]

It’s a sad fact that disputes over a parent’s life care, or the disposition of assets after a death, can severely damage even the most loving family relationships. If you became mentally or physically incapacitated, would you want your affairs managed by a family member, a friend, an attorney, a professional fiduciary, or a corporate […]

Grieving the loss of a loved one can feel overwhelming. For the family member named as Trustee or Executor, there are difficult decisions about making final arrangements, paying immediate bills, securing the property, etc. When a parent becomes ill or has increasing dementia, the Trustee or Agent is often an adult child in charge of […]

Perhaps you have agreed to act as Trustee. Or you may have just learned that you are the named Trustee to assist an ailing or deceased family member or friend. What are your responsibilities? A Trustee has many legal duties and time-sensitive tasks to ensure the proper and uncontested administration of a Trust. These tasks […]