Category: Trust Administration

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reviewing trust distribution documents
Updated on: 10/21/2025

When dealing with a trustee who won’t do their job, compelling them via court order has been the traditional route for recourse. But even [...]

When dealing with a trustee who won’t do their job, compelling them via court order has been the traditional route for recourse. But even […]

Family Business Inherited
Updated on: 07/24/2025

It is possible to inherit a family business. In fact, family businesses are often passed down from generation to generation through a will, a [...]

It is possible to inherit a family business. In fact, family businesses are often passed down from generation to generation through a will, a […]

person writing on clipboard in front of house
Updated on: 10/22/2025

Inheriting property can be a complex process, with numerous factors to consider. Before you decide whether to keep, donate, or sell your inherited property, [...]

Inheriting property can be a complex process, with numerous factors to consider. Before you decide whether to keep, donate, or sell your inherited property, […]

stock charts
Updated on: 12/10/2024

Whether you can sell stocks in a trust after death generally depends on the specific terms and conditions of the trust and the laws [...]

Whether you can sell stocks in a trust after death generally depends on the specific terms and conditions of the trust and the laws […]

legal consultation with documents
Updated on: 11/20/2024

A breach of fiduciary duty occurs when a “fiduciary,” such as the personal representative of an estate, a trustee, or a guardian, fails to [...]

A breach of fiduciary duty occurs when a “fiduciary,” such as the personal representative of an estate, a trustee, or a guardian, fails to […]

comingled assets documents
Updated on: 10/22/2025

The term “residuary” refers to the “residue” of an estate or trust, which is all of the property that remains after the specific gifts [...]

The term “residuary” refers to the “residue” of an estate or trust, which is all of the property that remains after the specific gifts […]

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