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Trust Administration

Be Careful What You Wish For—Problems with naming Co-Trustees

By | Blog Home, Trust Administration

Stepping into the role of trustee can be emotional and stressful and disagreements may happen. The trust must dictate how the co-trustees need to proceed when they disagree. This could be by unanimous decision, majority rules, and in worse case scenario, a court must break a tie. Co-trustees is a risk that can lead to hurt feelings and family strife. Learn some tips on how to avoid this.

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Avoid Caregiver Burnout

By | Blog Home, Trust Administration

It is incredibly important to recognize that you have emotional and physical needs, and to take preventative steps so that you do not compromise your personal well-being. If you do not fill your own cup, who will? If you are in need of some suggestions for caregiving resources in your area, please contact our office at (408) 286-2122. We are always here to help in any capacity we can, either as attorneys or as a resource.

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Advance Care Planning: Conversations, Healthcare Directives, and More

By | Blog Home, Trust Administration

When you are healthy and independent, it can be hard to imagine a life where you cannot make decisions for yourself. Change, however, can happen suddenly and it is important that you empower your family to speak for you if you have an accident or a serious illness. Talking with your loved ones now and proactively planning for the future is the best way to ensure that your desires will be respected.

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Conservatorships – Facts

By | Blog Home, Trust Administration

As a caregiver, you take on the emotional struggles of day-to-day life, but you must also deal with the practical, everyday tasks of making sure everything is up and running. If your loved one cannot provide for his or her own personal needs (e.g., dressing, bathing, clothing, medication management) or manage his own financial resources (e.g., pay bills, manage a checkbook), then as a caregiver, you become responsible for all of these tasks.

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PROBATE VS. TRUST ADMINISTRATION

By | Trust Administration

When a loved one passes away, it is an emotional and stressful time. Unfortunately, while you are still grieving, you do have to face the practicalities of trying to figure out how to settle your family member’s affairs. The hope is that you know exactly where that estate planning binder is; however, if your loved one never did any estate planning, you may be facing probate.

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Understanding the Vocabulary of Trust Administration

By | Blog Home, Trust Administration | No Comments

On behalf of Lisa Bryant of The Law Offices of Lisa C. Bryant, Inc. posted in Trust Administration.

Last week, we went over some basic differences between the trust administration and probate processes. This week, we need to go over some terms so that you and your loved ones can understand your legal options for dealing with a deceased family member’s estate.

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