
Who is the Successor Trustee?
Question: The following statement regarding the appointment of successor trustees from a trust has led to some confusion: The initial Trustee is John W., then

Question: The following statement regarding the appointment of successor trustees from a trust has led to some confusion: The initial Trustee is John W., then

Question: In trust documents, my cousin, the settlor, specifically has a clause that states I can eliminate any beneficiary that contests. I did remove one

Question: In California, can I have my parents deed their house to me as compensation for taking care of them? It has been 5 years

Is a Trustee Entitled to Compensation? Yes, trustees are entitled to be paid. After all, they perform important services with a high degree of responsibility

Question: If I need to go to a nursing home on Medicaid, will my wife’s IRA be counted as an asset in determining my eligibility?

Question: My mother is 90 years old and in good health but never planned for leaving this earth. She is a single woman and I

Question: If, as seniors, we sell a jointly-owned primary residence and we split the proceeds, will the assets be protected if one of us ends

Question: I am co-trustee of a revocable trust with my elderly mother, the grantor and co-trustee. I have been actively managing the trust. She recently