Question: What is the procedure for a trustee who has successor rights to take over as trustee? Response: Typically, the named successor trustee to a trust does not take over until the existing [...]

Question: I am 72 years old. I have approximately $900,000 in assets… virtually all are in bank accounts and mutual funds/stocks (with appropriate beneficiaries). I am single, without [...]

Question: I am the executor of my mother’s estate, which calls for her assets to be divided between her five children. My mother’s property has been sold and all distributions will be [...]

Over my decades of practice, I have become a strong proponent of revocable trusts as a means to avoid probate and, more importantly, to provide for asset management in the event of incapacity. [...]