Articles Posted in Actual Client Stories


(Each step of administration can create serious pitfalls and problems if ignored)

     1. Study of the trust documents to determine specific instructions i.e. what to do on death of first or second spouse as the case may be.

You can predetermine “Reasonable Trustee Fees” – if only you are properly advised

A typical part of any living trust is a paragraph allowing payment of “reasonable” trustees fees. Most people establishing trusts do not realize that there is a great deal of latitude in what reasonable trustees fees are.

Trustee Fees Should be pre-established

Letting Some of the Kids Live in Mom’s House May Lead to Costly Litigation

Frequently we run across situations where parents will leave their residences to one or more of their children in their will or their trust. If they only have one child then the situation is usually okay but when there are multiple children and some are living in the house and some are not there can be problems. Allowing some children to live in Mom’s house messes up the other sibling’s inheritance.

Image of smug child who mom like more than sibblings

The Back Story