What should I know before I agree to administer a trust? The most important aspects of administering trusts are organizational skills and record keeping. Basically you need to track every dollar coming in and going out of the trust and make sure it goes to the right person at the right time. Whether you feel you...Read more
Tag Archives: Trustees
- Tag Archives: "Trustees"
How does one work with a lawyer? Interesting analogy. The best way to have a successful relationship with your attorney is: First, select an attorney that focuses his or her...
Q. Can I pass my retirement assets by will? A. Maybe, but are you sure you want to? If you are talking about a pension probably not because it is...
I got a lot of phone calls about long term care planning after an article on Medicaid planning I ran a month or so ago. There were common areas of...
Affidavits Annuities Asset Protection Attorneys Charitable Contributions Domestic Partners Estate Planning Family Meetings Filial Support Laws; Long Term Care Planning Final Bills Fraudulent Transfers IRA Trusts Lady Bird Deeds Last Letter Life-Companions Life Estate Deeds Living Trusts Long Term Care for Parents Medicaid Applications Medicaid Asset Preservation Medicaid Planning Personal Injury Settlements Personal Property Memorandum Personal Representative Duties Pet Trusts Physician Letter on Incompetency Power of Attorney Probate Probate and Taxes Probate Distributions Revocable Trusts Survival Cause of Action Trust Administration Trustees Wills Wrongful Death Actions