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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: "professional trustee"
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By Harry Margolis
In Trustee
Posted May 26, 2020

What Can Attorney Trustees Charge for Closing Out a Trust?

Question: Our firm has been attorney for a Credit Shelter Trust for a deceased client over 30 years ago. A member of the firm had always been a co-trustee until last year. Client’s widow [...]

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 How Do You Choose a Trustee?
2
By Harry Margolis
In Revocable Trusts, Trustee
Posted March 13, 2020

How Do You Choose a Trustee?

In choosing a trustee, the considerations are somewhat different depending on whether your trust is revocable or irrevocable. If you have a revocable trust, you will probably serve as its [...]

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 Is a Trustee Entitled to Compensation?
2
By Harry Margolis
In Trustee
Posted February 14, 2020

Is a Trustee Entitled to Compensation?

Yes, trustees are entitled to compensation. After all, they perform important services with a high degree of responsibility and potential liability. Nevertheless, when family members serve as [...]

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 How Long Does it Take to Change My Trustee?
0
By Harry Margolis
In Special Needs Planning, Trustee
Posted September 17, 2019

How Long Does it Take to Change My Trustee?

Question: If I currently do not like my trustee and would like to hand over my road accident fund trust to another trust fiduciary company, how long does it take? And will I lose access to my [...]

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 What Should I do About a Trustee Who is Overcharging Me?
1
By Harry Margolis
In Special Needs Planning, Trustee
Posted June 7, 2019

What Should I do About a Trustee Who is Overcharging Me?

Question: I have a special needs trust holding about $200,000. My trustee is charging me attorney fees every month from $136 to $380 an hour. My SSI check is just $550 a month. In the past 12 [...]

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 Who Should Serve as Professional Trustee of Special Needs Trust?
0
By Harry Margolis
In Special Needs Planning, Trustee
Posted April 12, 2019

Who Should Serve as Professional Trustee of Special Needs Trust?

Question: We have a Supplemental Needs Trust for our older son (25 years old). We have named a younger son (23 years old) as the trustee and a friend (60 years old) as a co-trustee that our [...]

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 (d)(4)(C) or Pooled Disability Trusts Shelter Assets for the Disabled
0
By Harry Margolis
In Long-Term Care Planning, Special Needs Planning
Posted June 23, 2017

(d)(4)(C) or Pooled Disability Trusts Shelter Assets for the Disabled

Similar to (d)(4)(A) or payback trusts described here, (d)(4)(C) or “pooled disability” trusts, permit disabled individuals to shelter assets and still qualify for Medicaid and [...]

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