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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "co-trustees"
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 Do Both Co-Trustees Have to Sign All Trust Checks?
0
By Harry Margolis
In Revocable Trusts
Posted June 9, 2023

Do Both Co-Trustees Have to Sign All Trust Checks?

Question: My mother appointed me (her daughter) as co-trustee to serve with her. Under “Additional General Provisions regarding Fiduciaries”, it states “Except to the extent, if [...]

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 Should I Name My Friends as Successor Trustees or Co-Trustees?
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By Harry Margolis
In Revocable Trusts
Posted April 10, 2023

Should I Name My Friends as Successor Trustees or Co-Trustees?

Question: If I do a trust, does anything in my life have to change? What if  I appoint two friends to be in charge of the trust? Also, can I  make sure they get compensated from the trust? [...]

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 Should QTIP Trust have Independent Trustee?
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By Harry Margolis
In Estate and Gift Taxes, Revocable Trusts
Posted March 24, 2023

Should QTIP Trust have Independent Trustee?

Question: If we have QTIP trusts in our joint revocable trust to protect a surviving spouse from a second marriage gold digger or second marriage divorce, can the surviving spouse serve as the [...]

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 How Can Stepdaughter be Reassured in Estate Plan for Blended Family?
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By Harry Margolis
In Revocable Trusts
Posted August 30, 2021

How Can Stepdaughter be Reassured in Estate Plan for Blended Family?

Question: My husband of over 40 years recently was diagnosed with Parkinson’s and dementia and is no longer able to act as a co-trustee with me on our trust.  His daughter, who is my [...]

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 Who is the Successor Trustee?
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By Harry Margolis
In Trustee
Posted February 28, 2020

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 Edna L., then Susan K. shall serve [...]

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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

Read Sample Chapters

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