I am a Trustee – Now what?

I am a Trustee – Now what?

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As you take on the role of trustee, you probably have a lot of questions and concerns. This is understandable because it can be an intimidating and confusing experience. But, with the right help, you can fulfill your duties and carry out the wishes of the grantor....

What is Undue Influence

A trust is an excellent way for people to provide for their loved ones after they are gone. A person establishing a trust is often called a “trustor” and usually has his or her close family and friends in mind when the trust is drafted. The trust will identify the...

Will v. Trust

When it comes to estate plans, it is important to understand the difference between a will and a trust. There are a variety of different names for wills (e.g. living will, pour over will, etc.) and trusts (e.g. living trusts, inter vivos trust,...