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?
Articles about Administer a Trust
10 Factors to Consider: Trustee Compensation in California
As you begin the process of implementing an estate plan in California, you may be wondering whether you are entitled to trustee compensation for your time.
Transfer Title to Cars Without Probate: Implementing a CA Estate Plan
In cases where the total assets is low you may be able to avoid probate and still transfer title to cars. Read more here.
Five Tips to Help You Safeguard the Trust’s Assets
A Trustee’s duties begin immediately. One important part of your new role is to safeguard the assets of the trust. Read more here.
Act Quickly: 10 Deadlines of a Trust Administration
During the trust administration process, the trustee must pay close attention to several important dates or deadlines of a trust administration
If You’re Implementing a Trust, Beware of These Three Myths About Trusts
Here, we’ll discuss three myths about trusts you should know about regarding this implementation. Read more about trust here.