Category Archives: Trustee

How to Avoid Problems as a Trustee

Being a trustee is a big responsibility. If you don’t perform your duties properly, you could be personally liable. That’s why it’s important to hire the right people to guide you in this important role. A trust is a legal … Continue reading

Posted in Estate Tax, Trustee | Tagged , , , , | Leave a comment

Who Gets Copies of the Will After a Person Dies?

Many movies and television shows have a scene where a family gathers around a big table after a relative has died to listen to the reading of the will. While this is a great dramatic scene, it doesn’t usually happen … Continue reading

Posted in Estate Planning, Executor, Living Wills, Trustee, Will preparation | Tagged , , , , , , , | Leave a comment

Trusts for Aged, Disabled, and Special-Needs Individuals

Establishing trusts is an area of elder law that can be confusing and misunderstood. To help explain the somewhat complicated world of trusts—and in particular, special-needs trusts—I invited two experts from the trust department at Ocean First Bank to join … Continue reading

Posted in Plan for elder living, Special Needs Trusts, Trustee | Leave a comment