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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: "fiduciary duty"
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 What Can I Do If Sister Trustee Refuses to Communicate about the Trust?
0
By Harry Margolis
In Irrevocable Trusts
Posted December 3, 2021

What Can I Do If Sister Trustee Refuses to Communicate about the Trust?

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 [...]

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 Are Family Members Overcharging for Serving as Trustees of $30 Million Trust?
0
By Harry Margolis
In Trustee
Posted January 9, 2021

Are Family Members Overcharging for Serving as Trustees of $30 Million Trust?

Question: There are 4 brother and sisters – 2 of them are the trustees of a $30 million estate. They are paying themselves $175,000 each per year, but pay others to do all the work around [...]

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 Can a Trustee be Paid as a Gift and Not Incur Income Taxes?
0
By Harry Margolis
In Probate, Revocable Trusts, Trustee
Posted November 22, 2019

Can a Trustee be Paid as a Gift and Not Incur Income Taxes?

Question: My wife’s sister is trustee of their deceased dad’s estate which totals about $700,000. There are four equal sibling beneficiaries, including the trustee. The trustee is [...]

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 What Can We Do About Self-Dealing Trustee?
2
By Harry Margolis
In Irrevocable Trusts, Trustee
Posted December 21, 2018

What Can We Do About Self-Dealing Trustee?

Question: My grandmother left a trust and will when she passed. My father is in charge of the trust finances and real estate. The will states that he cannot sell the property in the trust, but he [...]

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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