The Responsibilities of a Trustee

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We work with clients to craft an estate plan so that upon their death their wishes will be carried out and their loved ones provided for. The central document in most estate plans is the trust. Most trusts we create are revocable, meaning that our clients—referred to as the trustor in the estate plan—can change, update, or nullify the trust throughout their lives.  But a will and a trust alone are just pieces of paper. It takes the actions of people to put them into effect. A revocable trust becomes an irrevocable trust upon the death of the trustor. In the trust, the trustor names a successor trustee. Administering a trust can be challenging, and there are laws governing what a trustee can and cannot do. One of the main focuses of my practice is trust administration, which involves guiding trustees through the process and advising them of their legal ...

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