
Trust Mistake on the Back End
A trust mistake often occurs with refunds and prematurely closing out accounts. When addressing time, trustees may want
Serving Estates, Workers, and Veterans
Serving Estates, Workers, and Veterans
When I meet with families for the first time, identifying a corporate trustee within a revocable trust is always an unusual conversation. Before describing why, lets quickly outline what it means to identify a third-party trustee that is unrelated to…
So, your Trustee is dead? First, I sympathize with you and your family. Second, lets assume the trust was valid. Generally, these are the next couple of steps: Read and follow the trust document(s), Comply with Minnesota’s Duty to Inform…