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Trustee succession is the process by which a new trustee takes over the role of managing a trust. Trustee succession may occur when a trustee
In the state of California, trustees have a duty to keep the beneficiaries of the trust reasonably informed about the trust and how it is
What is a spousal lifetime access trust or SLAT? A Spousal Lifetime Access Trust (also known as a “SLAT”) is an irrevocable trust where one
A conflict of interest for a trustee occurs when the trustee’s personal interests potentially conflict with their responsibilities to the trust beneficiaries. What qualifies as
A generation-skipping trust is a type of irrevocable trust agreement that allows grantors to leave their assets to their grandchildren, “skipping” their children. While grandchildren
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Today’s technologies have made contesting a trust easier than you think. We have substantial experience working with remote clients who never physically come into our
If you suspect a sibling is stealing from an estate or trust in which you are a beneficiary, you very likely need the protection of
Can a trustee remove a beneficiary from a trust? Yes. Is it common? No. Upon the death of a decedent, most trusts become irrevocable. An