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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: "trust termination"
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 What Happens When Trustee Denies Trust Revocation?
0
By Harry Margolis
In Irrevocable Trusts, Revocable Trusts
Posted November 22, 2024

What Happens When Trustee Denies Trust Revocation?

Question: My mom and stepdad had a trust. After his death, mom wanted to be rid of the trust so we revoked it. My brother now claims (without a copy of the trust) that he is trustee and as my [...]

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 Does Trust End When All Assets are Distributed?
0
By Harry Margolis
In Irrevocable Trusts
Posted October 26, 2021

Does Trust End When All Assets are Distributed?

Question: Our Safe Harbor Trust allows the trustee to remove the assets in the trust and return them to the trustor if the trustee decides that the trust is no longer appropriate. This is an [...]

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Wondering if a trust makes sense for you?

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

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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