To view original blog posts
written by attorney John F. Robbert,
click on "Authored by JFR"
in the Categories listing.
written by attorney John F. Robbert,
click on "Authored by JFR"
in the Categories listing.
Schedule a FREE consultation today!
302-537-4559
 Many Estate Plans rely upon a revocable trust as one of the foundational documents in the plan to avoid probate. Sometimes, plans include irrevocable trusts to achieve tax-driven results or for other reasons. No matter which kind of trust a client considers, of the many decisions that clients make when creating an Estate Plan, naming a trustee tops the list in importance. Some clients prefer to name an institution or entity to serve as trustee.
6/22/2023
How Do I Trust Thee... Part II Many Estate Plans rely upon a revocable trust as one of the foundational documents in the plan to avoid probate. Sometimes, plans include irrevocable trusts to achieve tax-driven results or for other reasons. No matter which kind of trust a client considers, of the many decisions that clients make when creating an Estate Plan, naming a trustee tops the list in importance. Clients often want to serve as trustee, usually to retain a degree of control over the assets placed in the trust.
6/22/2023
How Do I Trust Thee... Part I Many Estate Plans use a revocable trust as the foundational document in the plan to avoid probate. Probate can be an expensive, time-consuming, and public process. Some plans include irrevocable trusts to achieve tax-driven results or for other reasons. No matter which kind of trust we consider, of the many decisions that clients make when creating an Estate Plan, naming a trustee tops the list in importance. While any competent adult may serve as trustee, many states place restrictions on which entities may serve as trustee.
|
6/22/2023