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Category: Trust Administration

Dispute over Family Trust Turns Deadly

April 4, 2016
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...

Avoid Common Executor Mistakes

February 24, 2016
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...

Notifying Beneficiaries of a Trust

December 22, 2014
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,...

Estate Planning Vocabulary

October 17, 2014
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...

Estate Planning Administration

January 28, 2014
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...