How to Ensure Trust or Estate Administration Runs Smoothly
An executor or trustee is faced with many tasks during administration. Follow these guidelines to help the process move smoothly.
Articles about Beneficiary Rights
6 Requirements for an Effective Spendthrift Trust Provision
A spendthrift trust that protects assets from the reach of your beneficiary’s creditors must meet certain criteria. Learn more about these requirements.
What information do I need to file a Section 17200 Petition for assistance with a trust administration issue?
Filing a Section 17200 Petition may benefit a trustee facing an unresolved issue during trust administration. Trustees must properly complete the Petition.
Why You Should Consider Modifying Your Estate Plan With an Irrevocable Trust
Are you planning to modify your estate plan with a estate plan with an irrevocable trust?
10 Most Common Mistakes Made With A Trust: #7 failure to properly designate the beneficiary of qualified assets
10 Most Common Mistakes Made With A Trust: #7 failure to properly designate the beneficiary of qualified assets