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Tag Archives: Trusts
If You Have a Giant Trust You Do Not Understand or Like – Come Talk to Me About It
You have a giant trust. Likely in a giant folder. But you do not know what it says. Or you may not like what it says. It may have come with a giant cost. Or maybe you put it together … more
Estate Planning 101 – Trusts – Death of the Settlor
When the Settlor (i.e. creator) of a Trust dies, it is usually an important event in the life of the Trust. Legal and other work becomes necessary. This is especially true if the Trust holds real estate. (See my prior … more
Posted in Estate Planning, Probate, Real Estate
Tagged Death of Settlor, Trust Administration, Trust Termination, Trusts
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Estate Planning 101 – Trusts – Property
The first blog post in this section on Trusts looked at the three basic parties to a Trust: the Settlor, the Trustee, and the Beneficiary. The second looked at when a Trust begins. This post focuses on property issues in … more
Estate Planning 101 – Trusts – Beginnings
The last blog post looked at the three basic parties to a trust: the Settlor, the Trustee, and the Beneficiary. When Does a Trust Begin? This blog post looks at the issue of when does a trust begin. Or said … more
Posted in Estate Planning
Tagged Estate Planning, Living Trust, Testamentary Trust, Trusts
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4 Short, Plain-English Reasons You Should Make Estate Planning a Priority in the New Year
This blog has been in a series on Estate Planning 101 for some time. One of the reasons for that focus is that Estate Planning is such an important topic. Another reason is that so many clients and others I meet … more
