Finding a CPA to help with Probate Administration
Personal representatives have many tax-related obligations during probate administration. Finding a CPA to help with these tasks may be beneficial.
Who Becomes Successor Trustee When the Acting Trustee Dies?
During a trust administration, it is possible that a trustee could pass away. In these cases, a successor may be appointed depending on the circumstances.
Probate | Trust | Trust Litigation |
Notice of Trust Administration: Benefits of Providing
At the start of a trust administration, trustees must give beneficiaries a Notice of Trust Administration. There are many advances to carrying out this step.
Completing an Inventory and Appraisal: The Mechanics
Personal representatives must complete an Inventory and Appraisal form as part of the probate process. The mechanics of the process require attention to detail.
Who Decides Who Serves as Successor Trustee?
When a trust is written, the settlor, or person creating the trust, chooses someone to serve as successor trustee. Often the settlor chooses several people who are named in order.