Important Information to Include in a Trust Summary Report
One duty of a trustee is to provide a formal accounting. Some trustees may opt to provide beneficiaries with a less detailed informal trust summary report.
Articles about Administer a Trust
Does the Trust You Are Administering Have an Arbitration Clause?
There are many advantages of an arbitration clause in a trust to help handling issues that may arise during a trust administration.
Understanding When an Attorney Trustee Faces Ethical Dilemmas
Understanding When an Attorney Trustee Faces Ethical Dilemmas. The Following is an overview of some of the ethical dilemmas that may arise.
Taking Over as Trustee When Your Loved One Is Incapacitated
If you now suspect that his health is suffering, it may be time to step in as the successor trustee, taking over as trustee for your loved one.
Ten Obligations of Successor Trustee During a Trust Administration
In order to ensure that you carry out the trust administration properly, it is important that you understand the obligations of successor trustee.
7 Tips about the Trustee’s Duty to Invest Trust Assets in California
To Assist with Trustee’s Duty to Invest, here are helpful tips about requirements for this duty. Read more here and sign up for our free monthly seminar!