Question: If we have QTIP trusts in our joint revocable trust to protect a surviving spouse from a second marriage gold digger or second marriage divorce, can the surviving spouse serve as the [...]

Question: I’m having trouble figuring out if a trust is right for me. I became disabled when I was 49 in 2011 and I just turned 60. My problem is that my two best friends live in [...]

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 [...]

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 [...]

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 [...]

Question: What is the procedure for a trustee who has successor rights to take over as trustee? Response: Typically, the named successor trustee to a trust does not take over until the existing [...]

Question: The trustee for my uncle’s trust is a relative by marriage. My siblings and I are beneficiaries of my uncle’s trust. Our uncle told us for years that his trustee was [...]

Question: If a trustee is making up phony invoices to bill my special needs trust, is there any way to keep her from using the trust funds to defend herself? Response: Typically, a trustee may [...]

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 [...]

Most people who make charitable bequests are very specific about their beneficiaries and the amount of money they will give them. For instance, a will or trust may say: I give: (a)     $10,000 to [...]