WHO IS A TRUSTEE

The common terms in estate planning can be confusing and overwhelming. Terms such as “grantor,” “trustee,” “settlor,” “successor trustee,” “executor,” “personal representative,” and many others are commonly used. So much legal vernacular is enough to make someone’s head spin, especially without any prior knowledge of estate planning. This post will focus on who a trustee [...]

In Trusts We Trust

In Trusts We Trust: A Lesson In History The Uniform Trust Code (UTC) was coordinated by legal practitioners across the country to standardize and simplify state trust code in 2000, and was last amended in 2010. Since then, many states have completely or, at least, partially adopted the UTC. Estates and Protected Individuals Code (commonly [...]

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