
Should I Name My Friends as Successor Trustees or Co-Trustees?
Question: Should I Name My Friends as Successor Trustees or Co-Trustees? If I do a trust, does anything in my life have to change? What

Question: Should I Name My Friends as Successor Trustees or Co-Trustees? If I do a trust, does anything in my life have to change? What

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

Question: My brother-in-law passed away. His sister was his power of attorney and a trustee of a special need trust for his benefit. After she

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

In choosing a trustee, the considerations are somewhat different depending on whether your trust is revocable or irrevocable. If you have a revocable trust,

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

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