Question: I have a married couple who want an irrevocable trust as they are concerned with asset protection and long-term care. They are close enough to having a Massachusetts estate tax where it [...]

Question: I have a joint revocable living trust with spouse. Under its terms, when the surviving spouse passes, the trust becomes irrevocable with a corporate trustee appointed to provide [...]

Question: My father died intestate many years ago, leaving a number of TXI stocks to his heirs: my mother, who has since also passed away, and six children. TXI split  several times  before [...]

Question: When are Trustee Fees Paid? When are trustee fees normally paid? (i.e. end of year, beginning of year, prorated monthly?) Response: There’s no hard and fast rule, but often [...]

Question: My mother passed away a year ago. She had everything put in a trust that was to be evenly distributed between all six adult children. One brother and one sister are trustees and all six [...]

Question: Is the best way to disburse stock 50/50 (2,000 shares) to my sister and myself? We are equal beneficiaries under our mother’s will. Should we cash it out deposit the proceeds into [...]