Posts Categorized: Trustor

How can I execute a document when I don’t understand the terminology?

May 7, 2013 / By: Jenna Gimarelli

Category: Amendment, Assets, executor, Trustee, Trustor

Sometimes we forget that while on a day-to-day basis we work with estate planning, most people aren’t exposed to estate planning terminology and do not fully understand the difference between a trustor and trustee or...

New Estate Planning Book Underway!

Sep 12, 2011 / By: Serra Falk Goldman, Estate Planning Attorney

Category: Estate Planning Book, Living Trust, Trustee, Trustor, Will

Learn more about the book Mary S. Falk, Attorney at Law,Certified Legal Specialist/Estate Planning, Trust & Probate Law State Bar of California, Board of Legal Specialization and Serra Falk Goldman, Attorney at Law, are currently...

RAGS TO RICHES

Jul 5, 2011 / By: Kim Thomas, paralegal

Category: beneficiary, Estate Planning, executor, Living Trust, Trustee, Trustor

The Trustee must engage in due diligence, in looking up last known addresses, speaking to people who may know or have seen them. Sometimes, this task can be quite daunting.

Prioritizing Your Trustee Duties in the Event of Incapacity

Apr 21, 2011 / By: Kim Thomas, paralegal

Category: beneficiary, General, Incapacity, Trustee, Trustor

When appointed to act as the Successor Trustee upon the incapacity of a trustor, you have an abundant amount of responsibilities and tasks at hand. Oftentimes, there are several family members involved, all wanting to...

Is a trustee free to do whatever they want?

Apr 12, 2011 / By: Amanda Maggi, Esq.

Category: Estate Planning, Irrevocable Trust, Living Trust, Probate, Revocable Trust, Trustee, Trustor

Is a trustee free to do whatever they want? For instance, can trustees make changes to a trust? I was recently asked these questions by a family member and I think it is worth explaining...

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Posts Categorized: Trustor

How can I execute a document when I don’t understand the terminology?

New Estate Planning Book Underway!

RAGS TO RICHES

Prioritizing Your Trustee Duties in the Event of Incapacity

Is a trustee free to do whatever they want?

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