Celebrity Trustee

The deceased's objectives inform the trustee's management of publicity - witness this hypothetical estate plan for Kayne West.

11/23/2020

Prof. Thomas Simmons - SSRN
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Trustee Advisor

A trustee who is a bad fit for your trust and family can cost dearly in money, delays and family harmony. Here's my 7-point article.

11/18/2020

Daniel P. Felix
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Geeky Trustee

Learn the important but odd trustee phrase "per stirpes" from this report of a court's resolution of a real-life family estate dispute.

11/11/2020

ProbateStars.com
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Trusts in Crisis

Co-trustees' multi-state dispute is a warning to get clear & prepared on how a trust with multiple trustees will really work - or not work!

11/04/2020

David Johnson - National Law Review
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Trustee Essentials

Building on this solid trust primer, consider whether a family member or a non-family member is a better fit as your trustee.

11/02/2020

Bob Carlson - FORBES
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Trustee Advisor

Good advice for you to coordinate your trustee and advisors in advance to efficiently transfer your estate to your loved ones later.

10/29/2020

Christopher Wright - Kiplinger
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Geeky Trustee

Study shows estate preparation lessens economic inequality: those with less wealth are vulnerable without basic estate planning.

10/28/2020

Danaya Wright - SSRN
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Trusts in Crisis

Court short-circuits its analysis of whether the successor trustee may be liable for not chasing after the trust-violating prior trustee.

10/27/2020

David Johnson - JD Supra
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Trustee Essentials

Entrepreneur spot-on: How you want your trust administered impacts your legacy using both your financial and non-financial wealth.

10/26/2020

Shu Saito - FORBES
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Celebrity Trustee

Chadwick Boseman's estate proves (again) how important it is to "get on up" with preparedness, especially your trustee and power holders.

10/23/2020

Celebrity Estates Podcast
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Geeky Trustee

Contrary to current wisdom, your trust & will have a lot to say to the world about you even before they go into effect. (free download)

10/21/2020

Katheleen Guzman - Brooklyn Law
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Trustee Essentials

Your unprepared successor trustee can encounter a lot of problems with serious implications. Details in my article.

10/19/2020

Daniel P. Felix
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Celebrity Trustee

The lessons from the estate problems of celebrities include reasonably predicting the consequences of choices.

10/16/2020

Gerry Beyer - Law Professor Blog
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Trustee Advisor

Add the professional option to otherwise spot-on advocacy for durable power of attorney over springing ones.

10/15/2020

Christine Fletcher - Forbes
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Trustee in the News

Popularity of DIY end-of-life planner Lantern, sheds light on need, but isn't as bright as hiring your own professional.

10/13/2020

Sherina Poyyail - Re:Set
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Trustee Essentials

Article outlines well a trustee's world in legal terms AND the full universe includes taking care of you through any disability.

10/12/2020

Ashley Chorpenning-Yahoo! Finance
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Celebrity Trustee

Whitney Houston's executor does right by her by protecting her hologram from unauthorized use, saving all the love for her.

10/09/2020

TMZ
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Trustee Advisor

Good advice to the trustee: get necessary legal counsel and avoid getting drawn into the emotional whirlwind of family dynamics.

10/08/2020

Marlene Cooper - Pasadena Journal
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Geeky Trustee

Criminalizing inheritance crimes doesn't help - undue influence is better avoided by naming and preparing an independent trustee.

10/07/2020

Horton & Weisbord - SSRN
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Trustee in the News

Onward with trust & estate and end of life preparedness! Death-Over-Dinner & GYST collaborate on resource & community beta website

10/06/2020

Roundglass/EOL
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Trustee Essentials

Excellent clean up of end-of-life trust & estate misconceptions applies not just to fed workers - podcast with written outline & checklist.

10/05/2020

Mike Causey - Federal News Network
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Celebrity Trustee

Luke Perry a role model in planning his estate and trust, and especially the disposition of his body in a green burial.

10/02/2020

Celebrity Estates Podcast
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Trustee Essentials

Talking with your family is rightly one of the top 10 ways to enhance your trust and estate preparedness, especially during the pandemic.

10/01/2020

Sam Nuxoll - Kiplinger's
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Trustee Advisor

Solid advice for preparing your digital life for your death includes using Facebook Legacy Contact & Google Inactive Account Manager.

09/30/2020

Eric Ravenscraft - PC Magazine
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Trustee in the News

Columnist seeks preparedness for his own non-imminent death - could be continuing the positive preparedness trend.

09/29/2020

Steven Petrow - Washington Post
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Celebrity Trustee

Grandchild of Aldi stores' founder sues parent for allegedly stealing from the family trust - another reason for hiring a professional?

09/25/2020

David Dawkins - FORBES
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Trustee Advisor

Advice well-taken is to inform your beneficiaries and prepare them to maximize empowerment and minimize bad-feelings - and worse!

09/24/2020

Bob Carlson - FORBES
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Geeky Trustee

Study of estate plans of parents with a disabled child confirms: What are "fair" trust distributions depends on point of view.

09/23/2020

SSRN
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Trustee Essentials

Your financial Power of Attorney should be ready to “go to work” the moment you need them. Here are your key options.

09/22/2020

Marguerite Lorenz - FORBES
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Trustee Essentials

Whether your family's inheritance is a blessing depends on the work-ethic you've instilled, a wise estate plan - & a bit of luck.

09/21/2020

Reich Report
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Celebrity Trustee

The case of Sammy Davis, Jr. has important lessons on the impact of debt on end of life, estate and legacy with survivors.

09/18/2020

Dead Celebrity Podcast
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Trustee Advisor

Advice from the front line to avoid naming the family member to serve as trustee applies especially where the family is not well-prepared.

09/17/2020

Worcester Business Journal
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Geeky Trustee

Trustees of Special Needs Trusts need to heed the benefits' rules of the state where their beneficiary resides, not just of their state.

09/16/2020

Karin Mueller - NJ.com
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Trustee Essentials

If you're reading this, you likely have "digital assets" and should make sure they're covered in your estate plan.

09/15/2020

Russel Morgan - FORBES
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Trustee Essentials

In deciding to share trust information with a beneficiary, a trustee should balance transparency with prudence.

09/14/2020

Daniel P. Felix
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Celebrity Trustee

Advance discussions would have avoided trusted friend, fellow author & trustee Lillian Hellman's betrayal of Dorothy Parker's wishes.

09/11/2020

The New Yorker
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Trustee Advisor

Lawyers' article details the reasons a judge can fire an executor, but you may want to set up additional boundaries and controls.

09/10/2020

Pluymert, MacDonald, Hargrove & Lee,
View Blog

Geeky Trustee

Professor cleverly undercuts court: property is in trust simply by the owner's declaring so. But it's also wise to paper the decision!

09/09/2020

Charles Rounds - JD Supra
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Trustee Essentials

Article identifies real trust difficulties for those who are financially challenged - now if it would only recognize the illness and disability.

09/08/2020

The News-Enterprise
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Celebrity Trustee

Follow Jackie O.'s lead: use charitable trusts to benefit your family & causes - & pick an impartial trustee to manage between them.

09/04/2020

Dead Celebrity Podcast
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Trustee Advisor

Talking with & Investing in your family is the secret to keeping them & your trust together over the years confirms researcher Dennis Jaffe.

09/03/2020

Paul Sullivan - New York Times
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Geeky Trustee

Another reason those with an IRA and a trust should consult with their trust & estate attorney: unintended beneficiaries from the SECURE Act.

09/02/2020

Rehberg Law Group
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Trustee in the News

Growth in death preparedness reflects my belief that people are generally happier when they address the inevitable.

09/01/2020

Jennifer Miller - New York Times
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Trustee Essentials

Trustees SHOULD rarely act without the knowledge or approval of the beneficiaries even when they legally can decide on their own.

08/31/2020

Elder Law Answers
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Celebrity Trustee

Sister moves in as trustee for troubled Brittany Spears. We hope she's successful in dealing with the difficult family and technical issues.

08/28/2020

Richard Winton - LA Times
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Trustee Advisor

Attorney explodes 4 crippling myths of trusts, including that only the rich need them and that having a trust means losing control.

08/27/2020

James Rizzo - Rome Sentinel
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Geeky Trustee

Professor's theory of business trusts forces the trustee to "relentlessly" maximize wealth over the welfare of the settlor and beneficiary.

08/26/2020

Eric Chaffee - SSRN
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Trusts in Crisis

It's hard for a trustee to dodge a claim for breach of trust claim: liability can follow the person and the job title.

08/25/2020

David Johnson National Law Review
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Trustee Essentials

Funding your trust is one task to complete so the trust and trustee can do their job well in taking care of you when the time comes

08/24/2020

Christine Fletcher - Forbes
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Trusts in Crisis

Minnesota Attorney General seeks to remove trustees who inherited their positions for improprieties, including self-dealing.

08/21/2020

Star Tribune
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Trustee Advisor

The pro's and con's of transferring your house through a trust vs. through a life estate from two real estate professionals.

08/20/2020

Washington Post
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Geeky Trustee

Professor's law review article delves into the morality and jurisprudence of trusts, trustees and fiduciary law. (free with registration)

08/19/2020

Paul Miller - SSRN
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Trustee Advisor

Attorney details why you shouldn't try to stash cash in your house as an estate plan - also your trustee can protect it better in an account.

08/18/2020

Legal Talk Texas
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Trustee Essentials

Preparing the trustee for trust administration tasks - and liabilities - is pretty much the same in Canada as it is in the U.S.

08/17/2020

MindenGross.com
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Celebrity Trustee

What you can learn from Elvis' trust and estate mistakes - on what to do and what NOT to do - without getting all shook up. (podcast)

08/14/2020

Dead Celebrity Podcast
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Trustee Advisor

Free recording of presentation to professional organizations from two CPA's on estate planning in the current Covid envirorment.

08/13/2020

Kevin Matz & Sharon Klein
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Geeky Trustee

Learn how a Crummey trust may be a solid vehicle to deliver assets to your beneficiaries for education or for support.

08/12/2020

Yahoo Finance
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Trusts in Crisis

Eldest daughters sue to enforce their father Bronco owner's wishes against the team management trustees.

08/11/2020

9News.com
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Trustee Essentials

Do a favor for you and your family by getting prepared with your successor trustee. More details in my short article.

08/10/2020

Daniel P. Felix
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Celebrity Trustee

Kenny Rogers' folding 'em shows value of adding a prenup for 2nd - and esp. 3rd and more marriages - to your other trust & estate docs.

08/07/2020

Dead Celebrity Podcast
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Trustee Advisor

Special trust & trustee preparedness to better care for those with Alzheimer's, ADHD, Parkinson's, MS, epilepsy and other brain diseases

08/06/2020

Marty Shenkman Forbes
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Geeky Trustee

Advisor opinion: Not naming the settlor as a beneficiary creates more a secure Hybrid Domestic Asset Protection Trust.

08/05/2020

Steven Oshins
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Trusts in Crisis

Court rules the trustee owed her son fiduciary duties including those not expressly identified in the trust document = messy family affair.

08/04/2020

Gerry Beyer - Law Professor Blog
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Trustee Essentials

A guide to basic estate documents - and their staffing: executor of your Will, successor trustee of your trust and holder of your power of attorney

08/03/2020

Yahoo Finance
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Celebrity Trustee

Court rules in favor of Soul Godfather James Brown's wife for a share of his estate, voiding her prior marriage to a bigamist.

07/31/2020

ProbateStars.com
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Trustee Advisor

Options to consider because of SECURE ACT changes to your IRA planning include a life insurance trust.

07/30/2020

Eliot Raphaelson The Savings Game
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Geeky Trustee

Scholarly paper traces the growing use of private trusts to hold businesses in various places - including Singapore!

07/29/2020

Elsevier
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Trusts in Crisis

Court allows a claim to remove a trustee based on his alleged hostility that causes friction in operating the trust.

07/28/2020

David Johnson National Law Review
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Trustee Essentials

Should you have your trustee split your assets evenly between your children? Some ethical & practical issues on both sides.

07/27/2020

New York Times
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Celebrity Trustee

Billionaire Scaif's daughter suing PNC and other trustees to honor her request for donating her share to charity.

07/24/2020

Pittsburgh Post-Gazette
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Trustee Advisor

An attorney explains the basic trust documents and team: trustee, executor and holder of a power of attorney.

07/23/2020

Sara McManus JDSupra
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Geeky Trustee

Things to consider on a trustee's Duty of Impartiality as to different remainder interests when draining a marital trust.

07/22/2020

Charles E. Rounds
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Trustee in the News

National survey confirms half of us haven't created our own estate plans. Free registration and white paper.

07/21/2020

Professor Emily Poppe SSRN.com
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Trustee Essentials

Characteristics to look for in choosing a successor trustee include integrity, good judgment, objectivity and experience.

07/20/2020

Ron Wynn Creators.com
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Celebrity Trustee

Arnold Palmer's powerful drive to invest in wine gives new meaning to a trust estate's focus on liquid assets. (podcast)

07/17/2020

Dead Celebrity Podcast
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Trustee Advisor

Wealth manager's list of 5 mistakes to avoid in choosing your trustees, including misunderstanding their responsibilities.

07/16/2020

Financial Advisor - Kimberly Bernatz
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Geeky Trustee

Texas court says a trust protector does not owe a duty to the settlor or the trustee. That's not the Illinois rule. Elsewhere?

07/15/2020

JDSupra Dave Johnson
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Trusts in Crisis

Court finds much of trustee's work unnecessary so denies 90% of his fee request. (article with copy of court decision).

07/14/2020

Law.Com
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Trustee Essentials

Serving as your family's trustee? Get your free copy of the Consumer Financial Protection Board's guide to how to serve as trustee.

07/13/2020

Consumer Financial Protection Board
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Celebrity Trustee

Half brother sues XXXTentacion's mother/trustee for $11M, charging theft from the trust; her attorney says she's already proven not guilty.

07/10/2020

TMZ
View Blog

Trustee Advisor

This advisor explains why you should use a trust or a TODI to transfer your house on your death - not just deed it over to them.

07/09/2020

Liz Weston - Nerd Wallet
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Geeky Trustee

Four tips for a smooth transfer of wealth including talking with your trustee about your goals and the tasks necessary to achieve them.

07/08/2020

NASDAQ.com
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Pet Trustee

Under the threat of Covid-19 many are building shelters staffed with a trustee to care for their pets if they can't.

07/07/2020

Gerry Beyer - Law Prof. Blog Network
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Trustee School

Catch this webinar on trustees for special needs trusts through the 2020 Independent Trustee Alliance Conference on the 16th.

07/06/2020

Independent Trustee Alliance
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Celebrity Trustee

Lessons from Debbie Reynolds and Carrie Fisher: preparing your trustee to efficiently handle your collectibles.

07/03/2020

Dead Celebrity Podcast
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Trustee Advisor

Appointing a professional as successor trustee is part of the retirement planning advice for widows and widowers

07/02/2020

Sandra Adams - The Street
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Geeky Trustee

No surprise: considerations for the trustee in administering your offshore trust track those for onshore trusts.

07/01/2020

Jersey Evening Post UK
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Trustees in the News

What's an executor to do? Daughter tells judge that the dog ate her father's original Will, contest ensues on which is the official Will.

06/30/2020

San Antonio Express-News
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Trustee Essentials

Funding your trust now can save time, money and heartache later for you, your beneficiaries and your trustee

06/29/2020

J.D. Supra
View Blog

Celebrity Trustee

More for celebrities and their trustees to consider: which post-death acting roles they would die to take. (free download)

06/26/2020

Ben Laney
View Blog

Trustee Advisor

Five reasons to select a professional trustee instead of a family member, includes peace of mind that your wishes will be followed.

06/25/2020

Anna Davies - FORBES
View Blog

Geeky Trustee

How a trustee can use an "Opportunity Grant" to prevent the trust beneficiary from feeling mis-trusted. (text & podcast)

06/24/2020

John A. Warnick - ACTEC
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Trustees in the News

Trustee is personally liable for $6MM for allowing the trust to enter a cannabis dispensary lease despite notices of zoning violations.

06/23/2020

J.D. Supra
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Trustee Essentials

Difficulties for your trustee can include administering for a challenging beneficiary on top of legal & financial technicalities.

06/22/2020

Alyce Phillips - Wilmington Biz
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Celebrity Trustee

Estate lessons from the case of singer-songwriter Amy Winehouse, dead at 27: millennials need trustees, too (podcast)

06/19/2020

Dead Celebrity Podcast
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Trustee Advisor

Advice on how much searching your trustee or executor has to do to find missing beneficiaries and heirs - and how quickly.

06/18/2020

Liz Horvath
View Blog

Trusts in Crisis

Court affirms claims against the family member trustee arising out of his hostility to his beneficiary sister and removes him as trustee.

06/17/2020

National Law Review
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Pet Trustee

Connecticut now recognizes Pet Trusts, but keeps the leash on how much money can be set aside to take care of your 4-legged friend.

06/16/2020

Lawyers.com
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Trustee School

I'm proud to be hosting a webinar on Trustee Compensation at the 2020 Independent Trustee Alliance Conference on the 25th.

06/15/2020

Independent Trustee Alliance
View Blog

Celebrity Trustee

There may still be a remedy against the executor and others for alleged forgery of the Will of Tiger King Star Carole Baskin’s missing husband.

06/12/2020

Probate Stars
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Trustee Advisor

Test drive your trustee by having him serve as co-trustee and satisfy yourself that he's a good, steady driver, among a lot of other advice

06/11/2020

FinancialPlanning.com
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Geeky Trustee

Should you have a Will or a Trust - or both?! Here are some new perspectives given the pandemic on this continuing question.

06/10/2020

BankRate
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Trustee Essentials

Here is an outline of a few of the pitfalls of drafting estate documents yourself without a professional: don't do your will or trust yourself!

06/09/2020

The Record-Courrier
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Trustee Essentials

Here's some of what's involved in serving in the roles of your successor trustee, the executor of your will, and the holder of your power of attorney.

06/08/2020

National Law Review
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Celebrity Trustee

The saga of art collector Dr. Barnes and lessons on making sure your trustee administers the trust how you want. (podcast)

06/05/2020

Dead Celebrity Podcast
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Trustee Advisor

Special a/k/a supplemental needs trusts, including what things trustees of those trusts can pay for - and what they cannot.

06/04/2020

Alan Orlowsky
View Blog

Geeky Trustee

Trust provisions to consider over various distributions, including income and principal and limitations on supplemental needs.

06/03/2020

Law.com (free registration)
View Blog

Trusts in Crisis

Illinois judge rules in favor of siblings suing their brother, serving as trustee and power of attorney, for taking father's money.

06/02/2020

Chicago Daily Law Bulletin
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Trustee Essentials

Family meetings are helpful to clarify roles and procedures for whomever is serving you and your beneficiaries as trustee.

06/01/2020

Florida Weekly
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Trustee Advisor

While sheltering confirm your trustee will follow your wishes, plus 5 other estate checklist items to address during the pandemic.

05/29/2020

Christine Fletcher - Forbes
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Trustees in the News

How to be a trustee and handle the complex tasks & responsibilities: June 4 webcast with checklist handouts.

05/28/2020

Dave Folz - ITA
View Blog

Geeky Trustee

Several key trust provisions, including distributions of both income and principal - and how your trustee could administer them.

05/27/2020

Law.com (free registration)
View Blog

Trustee Essentials

Power of Attorney explained - the person who does some or all of your tasks when you can't do them yourself.

05/26/2020

Jennifer Fulton - Del Ray News
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Celebrity Trustee

What you and your trustee can do in advance - more lessons from Prince's failure to get prepared. (Podcast & text)

05/22/2020

Dead Celebrity Podcast
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Trustee Advisor

A transparent, independent professional trustee is key to successful family trusts, says expert Potts.

05/21/2020

JD Supra - Tracy Potts
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Geeky Trustee

Doctrine of Merger prevents same person from being Settlor, Trustee AND Beneficiary. A third party trustee is part of the solution

05/20/2020

Paul Premak - My SA
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Trustees in the News

Trustees and settlor sue trust & estate attorneys over inclusion of business as trust asset defeating purpose of trust to benefit son.

05/19/2020

Law.com (free registration)
View Blog

Trustee Essentials

Select a professional executor and trustee for their expertise, and help familiarize them with your situation and preferences.

05/18/2020

J.D. Supra
View Blog

Celebrity Trustee

Long tall legacy: thoughts about Little Richard's estate and looking forward to what his son and charities will inherit and do.

05/15/2020

Wealth Advisor
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Trustee Advisor

The Association for Conflict Resolution devotes an entire issue to senior care issues, covering trusts & trustees and then some!

05/14/2020

Association for Conflict Resolution
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Geeky Trustee

Got docs? Great! Here's how to better prepare your family and trustee by FUNDING your trust with your house, car and accounts.

05/13/2020

Daily Sentinel
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Trustees in the News

Sibling trustees and their attorneys sued by other family members; attorneys already suspended for conflict of interest.

05/12/2020

Daily Republic
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Trustee Essentials

How to know when the trustee should be paying out the trust proceeds - and what to do if the trustee doesn't.

05/11/2020

LeHigh Valley Live
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Trustee Essentials

Trustee basics include some ideas on how to think about the selection of your trustee and other fiduciaries. (podcast & text)

05/08/2020

Value Walk
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Trustee Advisor

Putting your life insurance inside a trust may make sense if you want to regulate the distribution of the death benefit over time.

05/07/2020

Elder Law Answers
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Trusts in Crisis

A judge has found there's a strong case of conflict of interest against sibs' trustee brother in administering family trust.

05/06/2020

Marty Sharpe Stuff.co.nz
View Blog

Trustees in the News

A quick guide to estate planning during the pandemic: your documents and your power of attorney, executor and trustee.

05/05/2020

Casey Bond - Huffington Post
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Trustee School

"Why professionals do and do not recommend independent trustees." John A. Warnick webinar hosted by Independent Trustee Alliance.

05/04/2020

Independent Trustee Alliance
View Blog

Trustee Essentials

How a trustee helps your surviving spouse and children through your sickness, disability and life's other complications.

05/01/2020

Daily Sentinel
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Trustee Advisor

The state you chose for your trust and trustee can make a difference esp. as to taxes under the Supreme Court's decision in Kaestner.

04/30/2020

Financial Advisor
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Geeky Trustee

A trust allowing trustee discretion may solve some of the problems coming from the new IRA Secure rules -- and may create others.

04/29/2020

Ann Carrns - New York Times
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Trustees in the News

Court rules beneficiary's efforts against the trustee were forbidden by the trust and so prevent him from receiving any trust money.

04/28/2020

J.D. Supra
View Blog

Trustee Essentials

Trust vs. Will: Weigh the merits of a will with an executor supported by a court or the privacy and flexibility of a trust with an aligned trustee.

04/27/2020

Colorado Springs Gazette
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Trustee School

The trustee of public lands should administer to conserve and maintain just like the trustee of a perpetual charitable trust.

04/24/2020

Gerry Beyer - Law Prof. Blog Network
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Trustee Advisor

Your Trust Protector helps with asset protection - another reason to have one, besides being a check on your trustee.

04/23/2020

Forbes
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Geeky Trustee

Everything you wanted to know about dynasty trusts, including the unique role for the independent trustee for these long-term trusts.

04/22/2020

Yahoo Finance
View Blog

Trustee School

Annual conference reschedules into a webinar series supporting the business of serving as an independent non-corporate trustee.

04/21/2020

Lorenz - Independent Trustee Alliance
View Blog

Trustee Essentials

Challenges in having family members who are not US citizens serve as your trustee, executor or holder of your power of attorney.

04/20/2020

National Law Review
View Blog

Celebrity Trusts

Trust lessons from Steve Jobs' estate: why handling digital assets is a lot more than knowing user names and passwords.

04/17/2020

Dead Celebrity Podcast
View Blog

Advisers to Trustees

Putting a trust and trustee in place can be a good solution when there are assets in more than one state, avoiding multiple court filings.

04/16/2020

Michael Korsinsky Lawyers.com
View Blog

Geeky Trustee

What a trustee may have to do with a trust's income when the trust temporarily lacks an income beneficiary. (.pdf)

04/15/2020

Chas. Rounds/JD Supra
View Blog

Real Trust Stories

A cautionary tale on the cost of excluding the family in creating an estate plan and selecting the family trustee.

04/14/2020

Joseph Kuo - Abundance Wealth
View Blog

Trustee Essentials

Eight ways to move forward with putting your trust and will in place despite sheltering at home - not to mention preparing your trustee.

04/13/2020

Christine Fletcher - Forbes
View Blog

Trust Preparedness

My 10-steps for prudently preparing for possible disability and death - adaptable to the current pandemic. Take one step this weekend!

04/10/2020

Daniel P. Felix
View Blog

Trustee Essentials

The role of the trust protector can include various special tasks, including monitoring, coordinating and if need be replacing the trustee.

04/09/2020

NewsMax
View Blog

Geeky Trustee

Outline of grantor trusts, including the alphabet soup of GRAT, QPRT, and IDGT. No surprise: they all need expert trustees.

04/08/2020

Yahoo! Finance
View Blog

Geeky Trustee

Making distributions to beneficiaries during a recession: underlying approach and key factors a thoughtful trustee should consider.

04/07/2020

David Johnson - Fiduciary Litigator
View Blog

Trust Preparedness

Local attorneys recommend coronavirus estate planning review, supporting this essential service while clients shelter at home.

04/06/2020

Darcel Rockett - Chicago Tribune
View Blog

Advisers to Trustees

Advice on revisiting your necessary documents during the pandemic: a few more steps toward trustee and family preparedness

04/03/2020

Bob Kaufman @ Fischel & Kahn
View Blog

Trust Preparedness

Prepare your trustee to hit the ground running: scan your essential documents while you shelter at home with your phone or scanner.

04/02/2020

New York Times
View Blog

Geeky Trustee

A trustee may hire someone else to take care of the trust's ministerial tasks, but not the trustee's discretionary tasks.

04/01/2020

Lexology
View Blog

Trustees in the News

Helping you to execute estate docs during the pandemic, Illinois joins other states allowing for virtual witnessing and notarization.

03/31/2020

Illinois State Bar Association
View Blog

Trustees in the News

Covid-19 pandemic is also leading to an increase in estate and trust preparedness. You may have time to get your stuff together!

03/30/2020

New York Times
View Blog

Celebrity Trusts

Children of founder of Benihana Restaurants seek to remove dad's third wife as trustee, alleging millions misspent and mismanaged.

03/27/2020

New York Post
View Blog

Advisers to Trustees

Attorney trustee dispels 6 myths about choosing your trustee, including naming a family member or bank (white paper).

03/26/2020

The Peninsula Center
View Blog

Geeky Trustee

The dark side of the Uniform Trust Code and the importance of keeping beneficiaries informed. (post and monograph)

03/25/2020

Chas. Rounds/JD Supra
View Blog

Pet Trustee

How to make sure your pets are taken care of after you die: advice from the estate planner include a trustee for your pet trust

03/24/2020

Trust Counsel
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Trustee Essentials

How a trustee helps your surviving spouse and children through your disability and life's complications by administering your plan.

03/23/2020

Daily Sentinel
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Celebrity Trusts

What a mess in old Jersey! A money-savvy feudal lord battles off-shore trustee and daughter in a saga worthy of a TV mini-series.

03/20/2020

The Guardian
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Advisers to Trustees

To avoid a negative of the new SECURE Act, an advisor may have you hire a trustee for the shelter of an insurance or charitable trust.

03/19/2020

Trust Counsel
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Geeky Trustee

Connecticut joins Illinois and over 30 other states in adopting the Uniform Trust Code, which among other things extends trustee discretion.

03/18/2020

JD Supra
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Trustee Essentials

Four things your trustee can do for you with your trust that the executor of your will can't, especially preparedness for incapacity

03/17/2020

Trust Counsel
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Trustee Essentials

Make sure your trustee gets passwords to your digital world: email, social media, photo storage, health & financial portals, etc!

03/16/2020

DelRay Newspaper
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Celebrity Trusts

How 20 famous folk handled their family trust and trustee - half leaving lots to charity plus giving their children a firm foundation.

03/13/2020

Wealth Advisor
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Trustee Essentials

Your trustee is the key to making sure your trust accomplishes your goals for yourself, your family and your estate.

03/12/2020

The News Enterprise
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Geeky Trustee

Many practical benefits flow from the trustee producing an annual accounting, including enhancing family alignment and reducing risk

03/11/2020

New York Law Journal
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Advisers to Trustees

Use a co-trustee to provide your children after your death with an income stream protected from creditors.

03/10/2020

Newsday
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Trustee Essentials

The new Illinois Trust Code, according to one trustee: my upcoming presentation for the North Suburban Bar Association.

03/09/2020

N. Suburban Bar Association
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Celebrity Trusts

The flaw in Warren Buffett’s estate plan: not giving the trustee the option to sell stock in his company, if that someday makes sense.

03/06/2020

New York Times
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Advisers to Trustees

Says one advisor: 529 Plan held in trust by independent trustee need not be disclosed on financial aid forms.

03/05/2020

New Jersey Money Help
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Geeky Trustee

Proposed Federal FINRA rules forbid advisers serving as trustees from being named beneficiary and having other conflicts of interest.

03/04/2020

Advisor Perspectives
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Trustee Essentials

Faced with the unknown future use a sprinkle trust to give your trustee discretion to make sure each child gets what they need.

03/03/2020

Herald Tribune
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Trustee Essentials

To make sure your trustee handles your digital assets the way you want, you have to prepare & share with your trustee.

03/02/2020

Trust Counsel
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Celebrity Trusts

Update and legal insights from the disinheritance (wife & 2 kids!) and other trust & legal issues around Ric Ocasek's estate. (video)

02/28/2020

Cary Estate Planning
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Advisers to Trustees

Before naming the family member as successor trustee, first consider the con's as well as the pro's, says trust & estate lawyers.

02/27/2020

Lesser Lutrey Pasquesi & Howe
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Geeky Trustee

An outline of possible considerations for connecting your trust to a different state than the one you live in, including tax impact.

02/26/2020

Louisville Future
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Trustee Essentials

The second best time is now: overview and next steps for planning your trust and trustee to care for you and your family.

02/25/2020

ESI Money
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Trustee Essentials

Short scenario confirms fundamental trust truth: which trustee is best depends on what you want your trust to do.

02/24/2020

Sandra Reid - Glen Rose Rptr
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Celebrity Trusts

Robin Williams' family may prove a fight can happen even with a good trustee & estate plan - and that doesn't mean we shouldn't plan.

02/21/2020

Dead Celebrity Podcast
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Advisers to Trustees

One legal advisor claims there are two good reasons for coordinating trust and trustee with your ex. VIDEO

02/20/2020

Trust Counsel
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Geeky Trustee

Professor's study proves that the selection of the right executor is the key to avoiding family conflict over a will.

02/19/2020

Wills, Trusts & Estates Prof Blog
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Real Trust Stories

Fee of lay executor tangled in dispute over whether charities or same-sex romantic partner receives in will contest.

02/18/2020

New York Times
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Celebrity Trusts

Good Trust advice in love and war from Game of Thrones: name a successor to your successor trustee. (audio and written)

02/14/2020

The Steve Pomeranz Show
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Trust Preparedness

How family meetings serve you and your family and also help your trustee to be more efficient and effective on your behalf.

02/13/2020

Sanibel Islander
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Geeky Trustee

Know the difference: legal competency vs. medical capacity, a challenge in trust administration as well as patient decision-making.

02/12/2020

Elder Law Professor Blog
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Trustee Essentials

A global issue: trustees need to handle a lot more than just financials, esp. for Special Needs beneficiaries.

02/11/2020

The Indian Express
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Advisers to Trustees

Trustee with a twist: consider setting up a trust to support your parents - while setting good boundaries to keep yourself afloat.

02/10/2020

Money Magazine
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Celebrity Trusts

Singer James Taylor volunteers to make good and reimburse money stolen by his trustee brother from the trusts of others.

02/07/2020

Buffalo Law Journal
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Advisers to Trustees

Avoid estate frauds & senior scams: get your trustee, power of attorney and family together in advance - and prepare.

02/06/2020

Forbes
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Geeky Trustee

Words of desire vs. words of command can make all the difference in how a trustee administers. (video and text)

02/05/2020

Hackard Law
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Real Trust Stories

Mother as trustee stole from her daughter's special needs trust to buy a Mercedes, an $18,000+ vacation, and other goodies.

02/04/2020

Wills, Trusts & Estates Prof Blog
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Trustee Essentials

Things to consider in choosing a trustee: being good with money, being honest, organized and diplomatic.

02/03/2020

Santa Cruz Sentinel
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Celebrity Trusts

Picasso didn't vision a trustee so he drew a family mess and taxes. Design better for your family's harmony and asset preservation.

01/31/2020

Dead Celebrity Podcast
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Trust Preparedness

Share your trust document with your successor trustees and answer their questions about how to best serve you and your beneficiaries.

01/30/2020

Daily Sentinel
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Geeky Trustee

Trust documents are rule books for trustees and families to govern assets - insights from Heckerling Conference, 2020.

01/29/2020

Wealth Management
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Trustee Essentials

Don't wait until it's too late! Make sure your trust allows the replacement of a trustee who's no longer a fit.

01/28/2020

Personal Finance
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Trustee Essentials

List of reasons to have a trust - and a trustee! - center on taking care of you and your family now and later when you can't.

01/27/2020

Bluffton Sun
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Celebrity Trusts

Though his trust & trustee aren't published, David Bowie's advance planning is a model for family care & stewarding assets.

01/24/2020

Danielle and Andy Mayoras
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Real Trust Stories

A string of posts on unprepared spouses yields hard, practical lessons, including the value of an independent trustee.

01/23/2020

Jack Bogle etc.
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Geeky Trustee

A checklist under the new Illinois Trust Code from yours truly published in the Newsletter of the State Bar's Trust & Estate Section.

01/21/2020

Daniel P. Felix
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Trustee School

Here's my article published by the Illinois Bar Journal with practical pointers on the new Illinois Trust Code.

01/10/2020

Daniel P. Felix
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Trustee Essentials

Quick-read article covers trust and trustee basics with four quick questions to help you connect to some core trust benefits.

12/17/2019

The Bluffton Sun
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Celebrity Trusts

The trustee's fight with family and state over Janet Reno's cabin highlights conflict of interests and offers key lessons as well!

12/17/2019

Miami Herald
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