When petitioning the court for an oversight of a trust, you need to include certain information in your petition. Learn more here.
Articles about Trust Litigation
When a trust administration begins, an inventory of the trust’s assets must be prepared. This list must be updated following certain triggering events.
The trustee of a special needs trust must be careful when making distributions. If not, the beneficiary’s ability to receive benefits could be impacted.
Sometimes, when serving as a co-executor of an estate, you may find yourself wanting to resign. The process requires following certain specific steps.
As the trustee of a trust, it is your responsibility to identify the trust’s assets. To do so, you should have certain types of documentations on hand.
When providing creditors with a Notice of Administration, Proof of Service must be filed. Certain important details about each creditor must be included.
The way to administer a trust depends largely on the type of trust you are working with. Pooled trusts are a type of special needs trust with unique features.
Conflicts sometimes arise between beneficiaries and trustees during special needs trust administration. Fortunately, there are options for finding resolution.