Category Archives: Trust Administration

If you’re hard at work planning for the future of your estate, you might be trying to decide between a will or a trust and could find yourself at a crossroads regarding whether your trust should be revocable or irrevocable. While each instrument is essentially designed to do the same thing – leave your estate […]

Law enforcement authorities believe that a long simmering battle over a family trust was the root cause of a double homicide and the subsequent suicide of the suspect. Raymond Giehl III became concerned when his wife sent him a text message that her uncle Lucius Hamilton III was at their home in an Indianapolis suburb […]

It is always disturbing when an estate administrator steals from the estate and that goes double when the administrator is a former district attorney. John Paschall served as the District Attorney for Robertson County, Texas for 20 years. He should have been someone who could be trusted and counted on to dutifully follow the law. […]

If you are named as the executor of an estate, you might feel honored by the appointment. That honor can turn to horror if you make a mistake that subjects you to personal liability. Being the executor of an estate sounds a lot easier than it really is. The executor has to figure out what […]

When a Grantor passes away, the Trustee of the estate must step into action. There are numerous tasks to complete, including collecting assets, paying taxes and bills, filing accountings, managing money for beneficiaries, and more. One of the very first things the Trustee must do is notify the beneficiaries, describing the situation (the Grantor’s death, the state […]

Do you speak legalese? Whether you do or you don’t, you’ll be happy to know that English is still the preferred language of American attorneys. Communication is key when it comes to estate planning, so if your attorney isn’t willing to explain unfamiliar terms to you and speak in clear language, it’s time to find […]

Eventually every Estate Plan requires administration. What is administration in the context of an estate plan? To put it simply, it is the process that occurs after someone has passed. Many people neglect to prepare for their estate planning administration, making it difficult for their attorneys to take control of the situation. We do our […]