What are the key considerations for establishing an effective trust?
The flickering candlelight cast long shadows across the mahogany desk as Eleanor frantically shuffled through a stack of papers. A …
How Can a Trust Protect My Assets?
The worn leather briefcase lay open on the mahogany desk, its contents spilling forth like secrets whispered in the dead …
What credentials should a trusted trust attorney have?
My friend Mark inherited his grandfather’s house, but there was no will. The family fought over who should get it, …
How Can a Trust Help Protect My Assets?
The flickering candlelight danced across Amelia’s worried face. Stacks of bills threatened to topple over on the kitchen table, each …
What are the signs of a good estate planner?
The late afternoon sun cast long shadows across my desk as I frantically sifted through stacks of paperwork. My grandfather …
Can I require trustees to meet periodically with financial advisors?
The question of whether you can *require* trustees to meet periodically with financial advisors is a nuanced one, deeply rooted …
Can I require trustee training before assuming the role?
The question of whether you can require trustee training before assuming the role is a significant one, and the answer …
Can I require trustee certification in estate or fiduciary law?
The question of whether you can *require* trustee certification in estate or fiduciary law is complex, varying significantly by state …
Can I require the trustee to use fiduciary insurance at all times?
The question of whether you can require a trustee to maintain fiduciary insurance, also known as trustee liability insurance, is …
Can I require the trustee to publish a family impact report?
The question of whether you can require a trustee to publish a family impact report within the context of a …