Asset Valuation: Key Duty of a California Trustee or Administrator
Valuing the assets of a trust or estate is an important part of the duty of a California trustee. View here for six tips by an Anaheim trust attorney.
5 Trustee Provisions for the Chain of Command in Your Trust
When creating your trust, try to ensure a smooth transition in trustee provisions. you can structure a trust that helps transitions with chain of command.
Are there situations when including a spendthrift provision in my trust might be ineffective?
Spendthrift provisions in trusts are only effective under the right circumstances. Learn more about the situations where such provisions would fail.
5 Signs that Point to an Estate Plan Update With a GRAT
If you have a sizeable estate, there are several tools for minimizing the potential tax liability. Learn more about whether a GRAT is right for you.
If I get remarried, should I amend my trust to include QTIP provisions?
When you remarry, it is important to update your estate plan. You may wish to consider utilizing a QTIP trust or provisions if you meet certain requirements.