Trustees Should Include These Provisions When Sending Notice of a Trust Administration
The administration process begins with a requirement of sending notice of a trust administration to the beneficiaries of that trust. Read More Here.
Articles about Administer a Trust
Protecting favored children in your estate plan
Often the client is making an estate plan or amending it for the purpose of protecting favored children. Read here for more information.
Planning for Beneficiaries With Special Needs
A lot of our clients have significant IRAs, but they also have beneficiaries that need a special needs trust because they are on government assistance.
Six Ways that Creating a California Living Trust Helps with Incapacity
Your documents, including a will, advanced health care directive, power of attorney, and living trust can play its own role in preparing for incapacity.
Does a personal representative have to give notice of a sale of real estate if he has authority to act under the IAEA?
If he has authority to act under the IAEA with minimal court involvement. Learn more about what is required to do this here.
Estate Administrators Are Responsible for Paying the Bills
During the estate administration process, many expenses can arise. The administrators are responsible for making sure these bills get paid.