Trusts

Duties of a Trustee

You have completed your estate planning and have created a trust.  Do you know what the duties of your named trustee are? You are probably thinking – the trustee has to take care of the assets, pay any related bills, file any required income tax returns and make distributions.  Am I on the right track […]

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The ABCs of Trusts

Any individual, who aspires to practice estate planning and elder law, must be proficient in the areas of will drafting and trusts, and basic taxation. Competent attorneys recognize that individual and financial factors must be evaluated prior to preparing a will or trust. An evaluation of these factors will determine what clauses should be utilized […]

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