Just because someone is trustworthy doesn't mean they're the right choice. Consider whether your intended executor or trustee ...

Most people are completely unaware of the heavy personal legal and financial responsibility they accept when they agree to ...

Estate planning can be difficult. In addition to the fact that it may bring up some uncomfortable feelings – like grappling with one’s mortality – there is also the fact that it can be a complex legal ...

Have you been asked to be a trustee or executor? A trustee or executor has substantial financial and legal liability, and the trust or estate will pay an attorney to guide them through the process. As ...

Your estate plan isn’t complete without appointing someone to carry out your wishes. The important decision of your executor or trustee includes considering the time involved in assuming either role, ...

One of the most difficult estate planning decisions for many clients is the selection of the people who will manage their affairs if they become incapacitated and later distribute their estates when ...

Finding the best executor or trustee to manage and protect assets is a critical step for clients. Many people choose a close friend or a family member for number of reasons: cost, simplicity, ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Being asked to serve as the executor or trustee under a ...

With wills being written and reviewed as part of inheritance tax (IHT) and succession planning, it is vital to understand the role of the executor – the person responsible for managing the estate and ...

In United States v. Elaine T. Marshall, et al., No. 12-20804 (5 th Cir. Aug. 19, 2015), the U.S. Court of Appeals for the Fifth Circuit reversed in part and affirmed in part a decision from the U.S.