5 Reasons Why Uncle Bill May Not Make a Good Trustee

Posted on: September 17th, 2015
If you have created a dynasty trust that you intend to last for decades into the future, choosing the right trustee is critical to the trust’s longevity and ultimate success . . . However, Uncle Bill may not make a good trustee for a long-lasting dynasty trust since he will probably not be equipped to handle all of his fiduciary obligations on his own....

The Wrong Successor Trustee Can Derail Your Final Wishes

Posted on: March 14th, 2015
Today many estate plans contain irrevocable trusts that will continue for the benefit of a surviving spouse’s lifetime and then for the benefit of several generations. . . Should You Name Family Members as Your Successor Trustees?...

How to Choose a Trustee

Posted on: August 28th, 2013
When you establish a trust, you name someone to be the trustee. A trustee basically does what you do right now with your financial affairs...

Who Should Be Your Successor Trustee?

Posted on: July 31st, 2013
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death. The Successor Trustee plays an important role in the effective execution of your estate plan....
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