Trustees Must Understand Marital Trusts During Administration
Successor trustees of marital deduction trusts may be called on after the first spouse dies. Trustees must understand the unique traits of these trusts.
7 Tips for Administering a Joint Living Trust After the First Spouse Passes Away
When the first spouse passes away, leaving behind a joint living trust, the administration is unique. Read on for some helpful administration tips.
Administering a California Estate that Has an Unfunded Trust: Six Steps
Wondering what to do if your loved one died with a trust into which he had not moved assets? View here for tips from an Anaheim trust attorney.
Own Shares of S-Corp Stock? Consider Adding a Trust to Your Estate Plan
If you own shares in an S-Corporation, it is important to update your estate plan. You may want to hold title to the shares in a trust.
Should I consider using a Grantor Retained Annuity Trust to hold title to my S-Corporation stock?
Handling shares of S-Corporation stock as part of your estate plan requires legal guidance. In some cases, a specialized trust may be beneficial.