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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: "successor trustee"
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 What to Do About Non-Responsive Attorney in Estate Matter?
0
By Harry Margolis
In Revocable Trusts
Posted April 4, 2021

What to Do About Non-Responsive Attorney in Estate Matter?

Question: My father passed in December 2020. He had a living trust that named my brother as his personal representative and my uncle as his alternate. My brother declined and my uncle either [...]

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 Can My Husband Remove His Sister as Trustee of His Trust?
2
By Harry Margolis
In Trustee
Posted August 12, 2020

Can My Husband Remove His Sister as Trustee of His Trust?

Question: My brother-in-law passed away. His sister was his power of attorney and a trustee of a special need trust. After she became p-o-a she changed his beneficiary of an iron worker’s [...]

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 Do You Need a Durable Power of Attorney If You Have a Revocable Trust with a Successor Trustee?
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By Harry Margolis
In Durable Powers of Attorney, Revocable Trusts
Posted May 15, 2020

Do You Need a Durable Power of Attorney If You Have a Revocable Trust with a Successor Trustee?

Question: Would successor trustee powers for financial and health management on incapacitation of primary trustee in a revocable trust obviate the need for a springing power of attorney when the [...]

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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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 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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 Do I Really Need a Trust if I’m Single and Have No Children?
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By Harry Margolis
In Revocable Trusts
Posted June 18, 2019

Do I Really Need a Trust if I’m Single and Have No Children?

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 [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (52)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
  • Non-US Citizens (27)
  • Pets (4)
  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (70)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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