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9 Mar 2021, 8:31 am by McCulloch & Miller, PLLC
Professional trustees have inherent benefits because their experience ensures the estate plan is properly handled. [read post]
6 Aug 2020, 8:25 am by McCulloch & Miller, PLLC
Thus, the second step of estate planning, determining who to name as a trustee, is often just as vital. [read post]
1 Apr 2010, 11:58 am by Jason Martin, Esq.
Pennsylvania Estate Planning Lawyer | Although appointing someone as trustee of a trust is a strong vote of confidence, unfortunately, for the trustee, it is also a major responsibility. [read post]
7 Jan 2011, 9:26 am by Legal Intern
  The Oklahoma estate planning lawyers at Atkins and Markoff have experience in estate planning, wills, trusts, trustee duties and establishment of power of attorney, and can advise you on the proper decisions for establishing the rights of a trustee in your case. [read post]
12 Oct 2014, 5:40 pm by markt
A trustee is someone who plays a vital role in any estate plan, regardless of the type of trust you create. [read post]
12 Aug 2020, 12:25 pm by Braverman Law Group
Managing an estate plan can often be very technical and time-consuming, so it is critical to select the proper trustee. [read post]
30 Oct 2012, 7:18 am by John Palley
Not all trustees are independent and not all trustees are special… but the terms “independent trustee” and “special trustee” have the same meaning in estate planning. [read post]
12 Oct 2015, 3:00 am by Robert Kulas
When people in Florida create an estate plan, they often include one or more trusts as a part of that plan, and naturally have questions about how they choose a trustee for those trusts. [read post]
26 May 2015, 4:00 pm by Gerry W. Beyer
A court appointed bankruptcy trustee who is managing the funds of the now bankrupt Life Partners Holdings has filed a motion for a new payment plan. [read post]
27 Dec 2018, 8:40 am by dbllawyers
So, it is better to consider a professional, like an estate planning attorney. [read post]
25 Nov 2023, 7:51 am by Alan Augulis, Estate Planning Attorney
The post Estate Planning: Understanding the Roles of Executors and Trustees appeared first on Augulis Law Firm. [read post]
20 Feb 2020, 8:41 am by Czepiga Daly Pope & Perri LLC
  Continue reading The post Special Needs Planning: Choose a Trustee with a Network   appeared first on Connecticut Estate Planning Attorneys Blog. [read post]
11 Apr 2013, 6:07 am by Victor Medina
If you include any kind of trust in your estate plan, one important consideration is whether you would like to compensate the person you name as trustee. [read post]
29 Sep 2013, 6:30 am by Scott Riddle
§1327(a) binds the Chapter 13 Trustee to the terms of the plan, even though the Trustee is not mentioned in the statute. [read post]
18 Nov 2015, 11:54 am by Amy Himmelrick
You feel good that your estate plan is in order or that you’ve contacted an attorney to begin the process of getting your estate planning documents in place. [read post]
27 Jan 2023, 9:10 am by Mills & Mills LLP
  A testator’s Will names an estate trustee, the estate trustee prepares an application for a Certificate of Appointment of Estate Trustee to be filed with the court, and eventually a Certificate of Appointment is issued. [read post]
16 May 2022, 9:47 am by zola.support.team
If you are considering including a trust in your estate plan, you may have already begun thinking about who you want to serve as trustee. [read post]
2 Jun 2023, 9:28 pm by Matt Odgers
If you're stepping into the world of estate planning, understanding the pivotal role of a trustee is like discovering the key to a treasure trove. [read post]