Three Reasons You Need to Locate All Trust Assets ASAP
As trustee, you want to make sure to do your job well. Your next step should be to locate all trust assets. This serves 3 purposes. Read more here.
Articles about Administer a Trust
How to Learn More About Your Job as Trustee
Understanding what your job as trustee involves and how to complete the tasks required when you serve is important. We are here to help when you need it!
How to Resolve Trust Problems If You Are a Trustee
If you are a trustee dealing with trust problems with beneficiaries, you can protect yourself and the trust by doing the following.
I Am Administering a Trust Do I Have to Sell the Business Interest Held by the Trust?
When administering a trust, some trustees automatically assume that they must sell the business interest that is held in the trust.
Trustee requirement under Probate Code 16061.7
Under probate code when a trust or a portion of a trust becomes irrevocable, the Trustee has a legal obligation to send notice. Find out more here.
6 Responsibilities You Have If You Are Administering a Crummey Trust
What responsibilities does a trustee have when administering a Crummey Trust? And what makes a Crummey trust different from other trusts?