successor trustee

I Don’t Agree with Their Trust/Will. Can I Change It?
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I Don’t Agree with Their Trust/Will. Can I Change It?
attorney, Beneficiaries, Darren Findling, disinherit, disinherited, estate plan, Estate Planning, Personal Representative, Probate, Probate Administration, The Probate Pro, Trust, Will

I Don’t Agree with Their Trust/Will. Can I Change It?

Fictional Scenario: Our client who we prepared an estate plan for had just passed away. She had named her oldest daughter as the sole successor Trustee and divvied up her remaining assets among all four of her adult children. Three of her four children had given her grandchildren. The youngest daughter decided that she and [...]

WHO IS A TRUSTEE
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WHO IS A TRUSTEE
attorney, Beneficiaries, Darren Findling, disinherit, disinherited, estate plan, Estate Planning, Personal Representative, Probate, Probate Administration, Special Needs Trust, The Probate Pro, Trust

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 [...]