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15 Apr 2024, 8:00 am
When you pass away, the instructions in your Living Trust tell your successor trustee how Trust assets should be distributed. [read post]
13 Apr 2024, 12:09 pm
When you are the executor, or personal representative, or trustee, you have a fiduciary duty. [read post]
12 Apr 2024, 8:20 am
Decanting Laws Across States Decanting is a process that allows trustees to transfer assets from one trust to another—a useful feature that can adapt a trust to changing laws or family circumstances. [read post]
11 Apr 2024, 10:00 am
Including letters of intent can facilitate explaining your wishes to heirs and trustees. [read post]
11 Apr 2024, 9:05 am
By Jeffrey J. [read post]
11 Apr 2024, 4:00 am
Furthermore, trusts have adapted to meet diverse estate planning objectives, providing specialized options to serve nearly any estate planning purpose. [read post]
11 Apr 2024, 2:40 am
If you are concerned that a beneficiary will not be able to handle the responsibility of also being a trustee for a beneficiary-controlled trust, other estate planning solutions may provide you with more peace of mind. [read post]
10 Apr 2024, 10:00 am
Minor revisions should be made to preserve the original purpose and involve beneficiaries, successor trustees, and co-trustees. [read post]
9 Apr 2024, 2:49 pm
A U.S. person need not, however, report certain foreign financial accounts, including those: owned by a governmental entity; owned by an international financial institution; held in an individual retirement account of which the U.S. person is an owner or beneficiary; held in a retirement plan of which the U.S. person is a participant or beneficiary; or part of a trust of which the U.S. person is a beneficiary, if a U.S. person (trust, trustee of the trust… [read post]
9 Apr 2024, 7:59 am
Or it may be irrevocable, which means that the trustee takes full control over its assets. [read post]
8 Apr 2024, 6:00 am
This article explores what happens when a Trustee fails to strictly enforce the conditions placed upon a bequest. [read post]
4 Apr 2024, 10:00 am
A trustee is named to manage and use trust assets on behalf of the beneficiaries according to the instructions outlined in the trust documents. [read post]
4 Apr 2024, 12:00 am
If this is something you might want to pursue, you should speak with a qualified Wheaton, IL estate planning attorney to gain a more extensive understanding of the advantages and legal requirements involved. [read post]
3 Apr 2024, 10:39 pm
During this time, you’ll make regular payments to a trustee, who will distribute the funds to your creditors. [read post]
3 Apr 2024, 2:35 am
When creating an estate plan, there are several types of trustees to consider. [read post]
2 Apr 2024, 5:25 pm
For example, the agent you selected to serve as your trustee or power of attorney agent will not be able to do so if this person preceded you in death. [read post]
2 Apr 2024, 9:38 am
These risks underscore the importance of thorough planning, compliance with regulations, and consideration of potential implications when utilizing a SLAT as part of estate planning strategies. [read post]
1 Apr 2024, 5:28 am
Whatever the amount, your creditors will receive a pro rata distribution which is paid monthly by the trustee and at the end of your plan the total amount of your debt is discharged.The post Does the Chapter 13 trustee negotiate my debts? [read post]
29 Mar 2024, 10:47 am
In the end, a well-crafted reorganization plan will allow the company to comfortably make its restructured payments over time while still maintaining positive cash flow and allowing the company to invest in its future. 4. [read post]
29 Mar 2024, 7:34 am
If you are creating an estate plan that includes a trust, working with an experienced attorney to craft a comprehensive trust agreement can help ensure your trustee’s compliance and protect the interests of both the trust and its beneficiaries. [read post]
