Question: In 2009, I developed seizures. I had a typical trust that when mother died my sister and I were to be co-trustees. In 2015, I was told that if the seizures continued I would only live [...]

Question: I have a family trust question that I’m wondering if you might be able to shed some light.  My sister’s husband, George, currently 73, is the beneficiary of a trust that was [...]

Question: If I have an irrevocable trust and my trustee gets sued can my creditors attach my trust? Response: Probably not, but it depends on the trust and what you mean by “have.” If [...]

Question: I am a trustee of three trusts each holding $8 million dollars. The investment manager who disburses the fees does not send 1099’s. What is a reasonable monthly fee and are these [...]

Question: I am creating irrevocable trusts for my children and grandchildren about which I have several questions: To exclude assets from my taxable estate can I be the trustee during my [...]

Question: Our Safe Harbor Trust allows the trustee to remove the assets in the trust and return them to the trustor if the trustee decides that the trust is no longer appropriate. This is an [...]

Question: I am trustee for my brother’s trust. He lives in my deceased parents’ home with his wife for $1/year. I had them sign a lease so I could get the proper type of insurance in [...]

Question: Would you please explain the role of a Trust Protector and when they should be utilized? Thank you very much. PS: I found your book to very informative. Response: Thank you for your [...]

Question: I have been trustee of my father’s trust since 12-24-18 to present. I have taken care of contacting all companies, paying bills, remodeling and repairing, banking, etc. The house [...]

Question: I am trustee for a family trust and insurance trust for the benefit of my brother. My brother tried to have me removed as trustee several years ago. His actions were unwarranted and I [...]